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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKERO ₴1DEV (docker)₴82-zshN3screenpipe"app/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php•84348-zsh+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976+++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D‹>0 (|85100% <78• Thu 28 May 15:49:30L881ec2-user@ip-10-30-129-...ec2-user@ip-10-30-140-...₴7...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
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Highlighted Error","depth":4,"bounds":{"left":0.40026596,"top":0.123703115,"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":0.40757978,"top":0.123703115,"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\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":4,"bounds":{"left":0.13863032,"top":0.12210695,"width":0.38597074,"height":0.87789303},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. 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Highlighted Error","depth":4,"bounds":{"left":0.7390292,"top":0.12210695,"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":0.7463431,"top":0.12210695,"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":"SELECT * FROM teams WHERE name LIKE '%litify%'; # 1069, 994, 24993\nSELECT * FROM users WHERE id = 25061;\nSELECT * FROM crm_profiles WHERE crm_configuration_id = 994;\nSELECT * FROM crm_profiles WHERE user_id = 25061;\n\nselect * from crm_configurations where id = 834;\nSELECT * FROM teams WHERE id = 882;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 882 and sa.provider = 'hubspot';\n\nSELECT * FROM crm_configurations where id = 882; # 933 - GoGlobal\nSELECT * FROM opportunities WHERE team_id = 933 order by updated_at desc;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 933 and sa.provider = 'hubspot';\n\nSELECT * FROM crm_configurations WHERE provider = 'hubspot' and crm_provider_id = 7270388;\n\nSELECT * FROM contacts where crm_configuration_id = 834;\nSELECT * FROM opportunities WHERE team_id = 933\n# AND crm_provider_id IN ('20131586060','46017317898','52543911090','53451356564','54101251892','54323768459');\nAND id IN (8482561,18352941,19042734,19232139,19445140,19472541);\nSELECT * FROM opportunity_contacts\nWHERE opportunity_id IN (8482561,18352941,19042734,19232139,19445140,19472541);\n\n# ********************************************************************\nSELECT * FROM crm_configurations where id = 485; #\nSELECT * FROM opportunities WHERE team_id = 933 order by updated_at desc;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 933 and sa.provider = 'hubspot';\n\nselect crm.provider, l.* from leads l join crm_configurations crm on l.crm_configuration_id = crm.id\nwhere crm.provider NOT IN ('salesforce', 'integration-app', 'bullhorn', 'copper')\n# and l.converted_at IS NOT NULL\n;\n\n# ********************************************************************\nSELECT * FROM activities a WHERE type IN ('email-inbound', 'email-outbound')\nand opportunity_id IS NULL\norder by id desc;\n\nSELECT * FROM teams WHERE id = 604; # 598\nSELECT * FROM activities WHERE id = 74410828; # chelseaw@allvoices.co\nSELECT * FROM accounts WHERE id = 20068382;\nSELECT * FROM accounts WHERE id = 35186038;\n\nSELECT * FROM contacts WHERE team_id = 852 and updated_at > '2026-01-23 12:30:00' order by updated_at desc;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 559 and sa.provider = 'hubspot';\n\nSELECT * FROM activities WHERE uuid_to_bin('cb6342b6-a183-401c-b0af-ede92b2ae763') = uuid;\nselect * from sidekick_settings where team_id = 781;\n\nSELECT * FROM crm_configurations where provider = 'hubspot' and crm_provider_id = 26651871; # Teya\nSELECT * FROM crm_configurations where provider = 'hubspot' and crm_provider_id = 7562435;\nSELECT * FROM crm_configurations where provider = 'hubspot' and crm_provider_id = 8420347; # opflit 2100\n\nSELECT * FROM crm_layouts WHERE crm_configuration_id = 711;\nSELECT * FROM activities where crm_configuration_id = 711 and crm_provider_id IS NULL\nand is_internal = 0 and status = 'completed'\norder by id desc;\n\nSELECT * FROM crm_layout_entities\nWHERE crm_layout_id IN (2352, 2353);\n;\n\nSELECT * FROM crm_configurations where provider = 'hubspot' and id = 530;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 556 and sa.provider = 'hubspot';\n\nSELECT * FROM activities WHERE uuid_to_bin('c6ca4b22-7738-4563-a95d-b8a9598924ae') = uuid;\nSELECT * FROM activities WHERE uuid_to_bin('442abb2b-28bd-4be8-9c25-19e9bf02766d') = uuid;\nselect * from contacts\nwhere crm_configuration_id = 530\nand crm_provider_id = 872252;\n\nselect * from activities where crm_configuration_id = 530\nand user_id = 14343 and type like '%softphone%'\nand created_at between '2026-01-28 15:00:00' and '2026-01-28 15:10:00';\n\nSELECT * FROM crm_configurations where provider = 'hubspot' and crm_provider_id = 25666868; # Teya\nSELECT * FROM crm_configurations where provider = 'hubspot' and crm_provider_id = 8646335; # Teya\nSELECT * FROM crm_configurations where provider = 'hubspot' and crm_provider_id IN (5933397);\n\n\nSELECT t.name, t.id, t.owner_id, c.id, c.provider, c.crm_base_url FROM teams t\nJOIN crm_configurations c ON t.id = c.team_id\nWHERE t.status = 'active';\n\nSELECT * FROM teams where id = 1091;\nSELECT * FROM crm_configurations where team_id = 1091;\nSELECT * FROM activity_providers where team_id = 1091;\nSELECT * FROM activities where crm_configuration_id = 1024 and type IN ('softphone', 'softphone-outbound')\nand provider NOT IN ('hubspot', 'aircall')\n# and telephony_provider_id = '019c1131-a22f-4792-b9ea-20adf6a02ed0'\norder by id desc;\n\n\nSELECT * FROM teams WHERE name LIKE '%Leadventure%';\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1091 and sa.provider = 'salesforce';\n\nSELECT * FROM teams WHERE name LIKE '%Wilson%'; # 862, 812\nSELECT * FROM teams where id = 862;\nSELECT * FROM crm_configurations where team_id = 862;\nSELECT * FROM activity_providers where team_id = 862;\nSELECT * FROM activities where crm_configuration_id = 812 and type IN ('softphone', 'softphone-outbound')\nand provider NOT IN ('hubspot', 'aircall')\n# and telephony_provider_id = '019c1131-a22f-4792-b9ea-20adf6a02ed0'\norder by id desc;\n\n\nSELECT t.id, crm.id, crm.provider, ap.* FROM teams t\njoin crm_configurations crm on t.id = crm.team_id\njoin activity_providers ap on t.id = ap.team_id\nwhere t.status = 'active' and ap.is_enabled = 1\nand crm.provider = 'hubspot'\nand ap.provider NOT IN ('hubspot', 'aircall', 'uploader', 'gong', 'twilio', 'zoom-bot', 'google-meet', 'ms-teams',\n 'outreach', 'close', 'ringcentral', 'dialpad', 'zoom-phone');\n\nSELECT * FROM teams where id = 1068;\nSELECT * FROM crm_configurations where team_id = 1068;\nSELECT * FROM activity_providers where team_id = 1068;\n\nSELECT * FROM activities a\nwhere crm_configuration_id = 993 and type IN ('softphone', 'softphone-outbound')\nand a.provider NOT IN ('hubspot', 'uploader', 'gong', 'twilio', 'google-meet', 'ms-teams','close'\n )\n# and telephony_provider_id = '019c1131-a22f-4792-b9ea-20adf6a02ed0'\norder by a.id desc;\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1068 and sa.provider = 'hubspot';\n\n# ********************************************************************\n# ********************************************************************\n# ********************************************************************\nSELECT * FROM crm_configurations where id = 882; # 933 - GoGlobal , portalId: 6017093\nSELECT * FROM opportunities WHERE team_id = 933 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 933 and updated_at > '2026-02-06 00:00:00' order by updated_at desc;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 933 and sa.provider = 'hubspot';\n\n# ********************************************************************\nSELECT * FROM crm_configurations where id = 834; # 882 - AnyVan , portalId: 5468262\nSELECT * FROM contacts WHERE crm_configuration_id = 834 and updated_at > '2026-03-30 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE crm_configuration_id = 834 and updated_at > '2026-03-04 08:00:00' order by updated_at desc;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 882 and sa.provider = 'hubspot';\nselect * from crm_layouts where crm_configuration_id = 834;\nselect * from crm_layout_entities where crm_layout_id = 2780;\nselect * from crm_fields where id IN (321153,321192,321193,321194);\n\nSELECT * FROM opportunities WHERE crm_configuration_id = 834 and id = 10993426;\n# ********************************************************************\nSELECT * FROM crm_configurations where id = 988; # 1057 - Teya (543ce4f4-168c-4571-91ea-5b35c253f06f) , portalId: 26651871\nSELECT * FROM opportunities WHERE team_id = 1057 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 1057 and updated_at > '2026-02-04 00:00:00' order by updated_at desc;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1057 and sa.provider = 'hubspot';\n\nSELECT * FROM crm_configurations where id = 533; # 559 - Connectd , portalId: 6710988\nSELECT * FROM opportunities WHERE team_id = 559 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 559 and updated_at > '2026-02-04 00:00:00' order by updated_at desc;\n\nSELECT * FROM crm_configurations where id = 801; # 852 - Rise Vision , portalId: 2700250\nSELECT * FROM opportunities WHERE team_id = 852 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 852 and updated_at > '2026-02-04 00:00:00' order by updated_at desc; # 6th last\n\nSELECT * FROM crm_configurations where id = 962; # 1034 - evergrowth.io , portalId: 143180990\nSELECT * FROM opportunities WHERE team_id = 1034 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 1034 and updated_at > '2026-02-04 00:00:00' order by updated_at desc;\n\n# ********************************************************************\nSELECT * FROM crm_configurations where id = 1037; # 1102 - Jibble , portalId: 6649755\nSELECT * FROM opportunities WHERE team_id = 1102 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 1102 and updated_at > '2026-02-04 12:30:00' order by updated_at desc; # 8\n\nSELECT * FROM crm_configurations where id = 1015; # 1049 - Travefy , portalId: 48904401\nSELECT * FROM opportunities WHERE team_id = 1049 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 1049 and updated_at > '2026-02-04 12:30:00' order by updated_at desc; # 20\n\nSELECT * FROM crm_configurations where id = 64; # 70 - SalaryFinance , portalId: 3404115\nSELECT * FROM opportunities WHERE team_id = 70 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 70 and updated_at > '2026-02-04 12:30:00' order by updated_at desc; # 6th last\n\nSELECT * FROM crm_configurations where id = 802; # 853 - Street Group , portalId: 7658438\nSELECT * FROM opportunities WHERE team_id = 853 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 853 and updated_at > '2026-02-04 12:30:00' order by updated_at desc; # 10\n\nSELECT * FROM crm_configurations where id = 872; # 921 - In Professional Development , portalId: 9238273\nSELECT * FROM opportunities WHERE team_id = 921 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 921 and updated_at > '2026-02-04 12:30:00' order by updated_at desc; # 2\n\n# ********************************************************************\nSELECT * FROM crm_configurations where id = 550; # 576 - SeedLegals , portalId: 3028661\nSELECT * FROM opportunities WHERE team_id = 576 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 576 and updated_at > '2026-02-05 14:00:00' order by updated_at desc;\n\nSELECT * FROM crm_configurations where id = 989; # 1058 - rtaoutdoor.com , portalId: 22371204\nSELECT * FROM opportunities WHERE team_id = 1058 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 1058 and updated_at > '2026-02-05 14:00:00' order by updated_at desc;\n\nSELECT * FROM crm_configurations where id = 896; # 946 - Mintago , portalId: 6621281\nSELECT * FROM opportunities WHERE team_id = 946 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 946 and updated_at > '2026-02-05 14:00:00' order by updated_at desc;\n\nSELECT * FROM crm_configurations where id = 617; # 641 - PCS , portalId: 5244937\nSELECT * FROM opportunities WHERE team_id = 641 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 641 and updated_at > '2026-02-05 14:00:00' order by updated_at desc; # 7th\n# ********************************************************************\nSELECT * FROM crm_configurations where id = 649; # 670 - Eventeny , portalId: 4492849\nSELECT * FROM opportunities WHERE team_id = 670 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 670 and updated_at > '2026-02-09 08:00:00' order by updated_at desc; #\n\nSELECT * FROM crm_configurations where id = 48; # 51 - CleanCloud , portalId: 4373137\nSELECT * FROM opportunities WHERE team_id = 51 and updated_at > '2026-03-04 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 51 and updated_at > '2026-02-09 08:00:00' order by updated_at desc;\nselect * from users where team_id = 51; # 7783\nSELECT * FROM groups WHERE uuid_to_bin('8a8d2cb6-8b55-4fa3-8b5c-5f0e3d8de59a') = uuid; # 1130\nselect * from activity_searches where user_id = 7783;\nselect * from activity_search_filters where activity_search_id IN (32291, 32292);\n\nSELECT asf.activity_search_id, asf.id, asf.value\nFROM activity_search_filters asf\nWHERE asf.filter = 'group_id'\nAND asf.value IN (\n SELECT CONCAT(\n HEX(SUBSTR(uuid, 5, 4)), '-',\n HEX(SUBSTR(uuid, 3, 2)), '-',\n HEX(SUBSTR(uuid, 1, 2)), '-',\n HEX(SUBSTR(uuid, 9, 2)), '-',\n HEX(SUBSTR(uuid, 11))\n )\n FROM groups\n WHERE deleted_at IS NOT NULL\n);\n\nSELECT * FROM crm_configurations where id = 272; # 290 - Bonham & Brook , portalId: 5705856\nSELECT * FROM opportunities WHERE team_id = 290 and updated_at > '2026-02-05 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 290 and updated_at > '2026-02-09 08:00:00' order by updated_at desc; # 6th\n# ********************************************************************\nSELECT * FROM crm_configurations where provider = 'hubspot';\nSELECT * FROM crm_configurations where id = 1056; # 1119 - Chromatic , portalId: 45602133\nSELECT * FROM opportunities WHERE team_id = 1119 and remotely_created_at > '2026-02-01 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 1119 and updated_at > '2026-02-09 09:00:00' order by updated_at desc; # null\n# ********************************************************************\n\nselect * from contacts where crm_provider_id = '003Uu00000ojD4NIAU';\nselect\n cp.*\n# DISTINCT t.id\n# cp.id, cp.user_id, t.id, cp.crm_configuration_id, cp.contact_fields\nFROM crm_profiles cp\nJOIN crm_configurations crm on crm.id = cp.crm_configuration_id\nJOIN users u on u.id = cp.user_id\nJOIN teams t ON t.id = crm.team_id\nWHERE crm.provider = 'salesforce' and t.status = 'active'\n and cp.archived_at IS NULL and u.deleted_at IS NULL\n and t.id NOT IN (1093)\n and t.id = 2\n and cp.contact_fields IS NULL;\n# and c.crm_provider_id = '003Uu00000ojD4NIAU';\n\nSELECT * FROM users WHERE id = 26484;\nSELECT * FROM crm_profiles WHERE user_id = 26484;\nSELECT * FROM social_accounts WHERE sociable_id = 26484;\nSELECT * FROM crm_configurations where provider = 'salesforce';\nselect * from users where id IN (10022, 10403);\nselect * from users where team_id IN (526);\nselect * from teams where id IN (526, 532);\nselect * from crm_configurations where id IN (500, 516);\nselect * from crm_profiles where crm_configuration_id IN (500, 516) and user_id IN (10022, 10403);\nselect * from contacts where crm_configuration_id IN (500, 516) and crm_provider_id = '003Uu00000ojD4NIAU';\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 526 and sa.provider = 'salesforce';\nselect * from team_settings where team_id IN (526, 532);\n\nselect * from users where id IN (22824);\nselect * from crm_profiles where crm_configuration_id IN (1026);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1093 and sa.provider = 'salesforce';\n\nselect * from teams where id = 1099;\nselect * from users where id = 29643\n\nselect * from activity_processing_states;\n\nSELECT * FROM teams where name LIKE '%Fare%'; # 233\nSELECT * FROM opportunities where crm_configuration_id = 215\n# and crm_provider_id = 'oppo_ogESZf2P50nDrd1nGPvKDXeA6sSaTN5v51Lp4ayVzKR'\n;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1088 and sa.provider = 'hubspot';\n\nSELECT * FROM teams order by updated_at DESC\nSELECT * FROM crm_configurations WHERE id = 1019; # SimpleConsign 1088 - no social account\n\nselect * from crm_configurations where provider = 'pipedrive';\n\nselect * from teams where id = 957;\nselect * from crm_configurations where id = 957;\n\nSELECT * FROM teams WHERE name LIKE '%Prolific%'; # 544, 518, 10743\nSELECT * FROM opportunities where crm_configuration_id = 518 order by id desc;\n\nselect * from users where team_id = 1; # 26726 - Gabriela Dureva\nSELECT * FROM opportunities where user_id = 26726; # 16834447 - Prolific\nselect * from activities where user_id = 26726 order by id desc;\nselect * from contacts where crm_configuration_id = 1\nand email IN ('charlotte.ward@prolific.com', 'frankie.bryant@prolific.com'); # 2094416, 2093620\nSELECT * FROM contacts WHERE id = 6284931;\n\nSELECT p.* FROM activities a JOIN participants p ON a.id = p.activity_id\nWHERE a.user_id = 26726 and p.lead_id IN (2094416, 2093620) and a.created_at > '2026-01-01 00:00:00' order by p.email;\n\nselect * from activities where id IN (75509259,75509261,75509261,75511034,75026464,75517602,75517605);\nselect * from crm_configurations where id = 1;\n\n43801692-1aeb-32ce-acba-5b80a479701a\n44c3c9cf-6f5e-75f3-8179-bc9f75dd2b1b\n405975c0-b3d0-7aaa-821f-09d59cae6dd1\n4caf848d-4bed-2299-b248-7788d41f9fca\n49bedc3f-f196-eef3-89c3-dea6a3b4aa63\n43420989-a09d-b8f8-9806-c8bbf7a02aac\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1 and sa.provider = 'salesforce';\n\nSELECT * FROM activities WHERE id = 75461988;\n\nSELECT * FROM activities WHERE uuid_to_bin('d6c5052e-e972-49e9-8912-26f2f7d6c5f6') = uuid;\n\nselect * from contacts where id = 17900517;\n\nselect * from contact_roles cr join crm_configurations crm on cr.crm_configuration_id = crm.id\nwhere crm.provider != 'salesforce';\n\nselect * from users where id = 21047;\nSELECT * FROM crm_configurations WHERE id = 892;\nSELECT * FROM teams WHERE id = 942;\nselect * from opportunities where team_id = 942 order by updated_at desc;\nselect * from contacts where team_id = 942 order by updated_at desc;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 942 and sa.provider = 'hubspot';\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id IN ('006Pq00000NeH6XIAV', '006Pq000007z8kdIAA'); # 10697889, 6621430\nSELECT * FROM crm_configurations WHERE id = 1;\nSELECT * FROM teams WHERE crm_id = 1;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1 and sa.provider = 'salesforce';\n\nselect id, user_id, opportunity_fields from crm_profiles where crm_configuration_id = 1\nSELECT * FROM opportunities where team_id = 1 order by updated_at desc; # 10697889, 6621430\n\nselect * from teams where id = 852;\nselect * from groups where id = 2286;\nselect * from sidekick_settings where team_id = 852;\nselect * from default_activity_types where team_id = 852;\n\n\nSELECT cc.provider, cc.id, p.id, u.*\nFROM users u\nLEFT JOIN crm_profiles p ON u.id = p.user_id AND p.id IS NULL -- no profile\nINNER JOIN teams t ON u.team_id = t.id AND t.status = 'active' -- team is active\nINNER JOIN crm_configurations cc ON t.crm_id = cc.id\nWHERE u.status = 1 AND u.deleted_at IS NULL\nAND u.crm_required = 1\nAND u.team_id = 1\nORDER BY u.team_id;\n\nSELECT * FROM crm_profiles cp where cp.crm_configuration_id = 1 and cp.user_id IN (\n18481\n );\n\nSELECT cc.provider, cc.id, p.id, u.*\nFROM users u\nLEFT JOIN crm_profiles p ON u.id = p.user_id\nINNER JOIN teams t ON u.team_id = t.id AND t.status = 'active'\nINNER JOIN crm_configurations cc ON t.crm_id = cc.id\nWHERE u.status = 1\n AND u.deleted_at IS NULL\n AND u.crm_required = 1\n# AND u.team_id = 1\n AND p.id IS NULL -- Move this condition to WHERE clause\nORDER BY u.team_id;\n\nSELECT * FROM opportunities WHERE id = 20002609;\nselect * from teams where id = 1122; # Velatir, 29953 - christian@velatir.com\nselect * from crm_configurations where id = 1060;\nselect * from crm_layouts where crm_configuration_id = 1060;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 3596;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1122 and sa.provider = 'hubspot';\nselect * from opportunities where team_id = 1122 order by updated_at desc;\n\nselect * from crm_field_data where object_type = 'contact';\n\nSELECT * FROM activities WHERE uuid_to_bin('374fc8ed-3315-4c9f-9b25-318b7fd2928f') = uuid; # 76584262\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 248 and sa.provider = 'salesforce';\n\nSELECT * FROM crm_profiles where user_id = 24115; # 005QF000002CswMYAS\nSELECT * FROM users where id = 24115;\nSELECT * FROM accounts where id = 4002896;\nSELECT * FROM teams WHERE name LIKE '%adswerve%';\nSELECT * FROM opportunities where crm_configuration_id = 230 AND crm_provider_id IN (\"0069N000003GIQ9QAO\",\"0061r000019yGP9AAM\",\"0066900001S2KWlAAN\",\"0066900001TDpj2AAD\",\"0066900001b8uEwAAI\",\"0069N000001rQi0QAE\",\"006QF00000KD40mYAD\",\"006QF00000LzpRJYAZ\",\"0069N000002uomtQAA\",\"0069N000002xlMLQAY\",\"0066900001NV6ubAAD\",\"0061r00001HJp45AAD\",\"006QF00000uTlUoYAK\",\"006QF00000v0bZqYAI\");\nSELECT * FROM opportunities WHERE crm_configuration_id = 230 AND crm_provider_id = '0069N000003GIQ9QAO'; # 6272203\n\nSELECT u.id, u.email, ac.name, a.* FROM activities a\nJOIN users u ON a.user_id = u.id\nJOIN accounts ac ON a.account_id = ac.id\nWHERE\nuuid_to_bin('e3269598-b562-44fb-b5e9-9d2694dc63e0') = a.uuid or\nuuid_to_bin('66ddc3ab-4e15-45aa-af0c-248c1eece593') = a.uuid or\nuuid_to_bin('826bd328-e1cc-4213-b8d8-572454cacc07') = a.uuid;\n\nselect * from users where id = 5825;\nSELECT * FROM activities WHERE uuid_to_bin('e56aa2e8-231a-421b-ab1f-cb38ed2bf573') = uuid;\n\nselect * from activities where uuid_to_bin('91e13b2f-2d1b-45f8-b1fd-1141b6563782') = uuid;\n19594, 862\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 862 and sa.provider = 'salesforce';\n\nselect * from automated_reports where id = 36;\nselect ar.frequency, r.*, ar.* from automated_report_results r\njoin automated_reports ar on r.report_id = ar.id\nwhere ar.frequency != 'one_off';\n\nselect s.* from activity_searches s join users u ON s.user_id = u.id where u.team_id = 882;\nselect * from nudges n where n.activity_search_id\n\nselect * from teams where created_at > '2026-03-09';\nSELECT * FROM crm_layouts WHERE crm_configuration_id = 1065; # 1065\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 3617;\n\nselect * from users where team_id = 1 and name like '%Lukas%'; # 7160\n\nSELECT * FROM teams WHERE id = 575;\nselect * from opportunities where team_id = 575;\nSELECT * FROM teams WHERE name LIKE '%Integrum ESG%'; # 1126, 1065,\nselect * from opportunities where team_id = 1126;\nSELECT * FROM teams WHERE name LIKE '%Base%'; # 1125, 1063,\nselect * from opportunities where team_id = 1125;\nselect * from contacts c\nwhere c.team_id = 882;\n\nSELECT * FROM activities WHERE id = 76822967;\nSELECT * FROM crm_profiles WHERE user_id = 15440;\nSELECT * FROM crm_profiles WHERE crm_configuration_id = 555;\nSELECT * FROM crm_configurations WHERE id = 555;\nSELECT * FROM users WHERE id = 15440; # team. 581, gr. 15440, pl. 3911, act. field 162182\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 581 and sa.provider = 'salesforce';\n\nSELECT * FROM automated_report_results order by id desc;\n\nselect * from features;\nselect * from team_features where feature_id = 40;\n\nselect * from teams where id = 556;\n\nselect * from automated_reports;\nwhere id = 54; # 4fdd41f6-dcf0-30d0-b339-7345381b6044 , [\"pdf\",\"podcast\"]\nSELECT * FROM automated_report_results WHERE uuid_to_bin('822fa41b-afd3-43a9-a248-86b0e36f3131') = uuid;\nselect * from automated_report_results order by id desc;\nSELECT * FROM automated_report_results WHERE id = 1919;\n\nselect * from automated_report_results WHERE report_id = 54;\n\nselect * from opportunities where id = 7594349;\n\nSELECT * FROM teams WHERE name LIKE '%Les%'; # 711, 692, 16067 - jiminnyintegration@lesmills.com\nselect * from playbooks where team_id = 711; # event 226147\nSELECT * FROM playbook_categories WHERE playbook_id = 5515;\nSELECT * FROM crm_fields WHERE crm_configuration_id = 692 and object_type = 'event';\nSELECT * FROM crm_fields WHERE id = 226147;\nSELECT * FROM crm_field_values WHERE crm_field_id = 226147;\n\nSELECT * FROM crm_configurations WHERE id = 692;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 711 and sa.provider = 'salesforce';\n\nSELECT * FROM crm_profiles cp JOIN users u on u.id = cp.user_id WHERE u.team_id = 711;\n\nselect * from leads;\n\nselect * from calendars;\n\nSELECT\n t.id AS team_id,\n t.name,\n LOWER(SUBSTRING_INDEX(c.calendar_provider_id, '@', -1)) AS calendar_domain\nFROM teams t\nJOIN users u ON u.team_id = t.id\nJOIN calendars c ON c.user_id = u.id AND c.status = 'active' AND c.calendar_provider_id LIKE '%@%'\nLEFT JOIN team_domains td\n ON td.team_id = t.id\n AND td.deleted_at IS NULL\n AND td.domain = LOWER(SUBSTRING_INDEX(c.calendar_provider_id, '@', -1))\nGROUP BY t.id, t.name, calendar_domain\nORDER BY t.name, calendar_domain;\n\nselect * from users u join calendars c on c.user_id = u.id\nwhere u.team_id = 882;\n\n\nselect * from activities where id = 74049485; # team 563 crm 537\nselect * from activities where id = 73272382; # team 563 crm 537\nselect * from activities where id = 64400389; # team 563 crm 537\nselect * from activities where id = 58081273; # team 563 crm 537\nselect * from activities where id = 54520297; # team 563 crm 537\nselect * from participants where activity_id = 58081273;\n\nselect * from activities where crm_configuration_id = 537 and provider = 'aircall'\nand account_id = 19003658 order by updated_at desc;\n\nselect * from contacts where crm_configuration_id = 537 and id = 35957759;\nselect * from accounts where crm_configuration_id = 537 and id = 19003658;\n\nselect * from automated_report_results where id = 1976;\nselect * from automated_reports where id = 583;\nselect * from activity_searches where id = 87714;\nselect * from activity_search_filters where activity_search_id = 87714;\n\nSELECT * FROM activities WHERE uuid_to_bin('8827f672-202d-4162-9d04-73ff5f0566a9') = uuid\nor uuid_to_bin('47842446-af51-4bcb-854f-cc6560290101') = uuid;\n\nSELECT * FROM crm_configurations WHERE provider = 'hubspot';\nselect * from rate_limits;\n\nselect * from automated_report_results where media_type = 'pdf' and status = 2\nand id IN (18, 1872);\nselect * from automated_reports where id = 54;\nSELECT * FROM users WHERE id IN (24623,29443,29613);\n\nSELECT * FROM automated_report_results WHERE uuid_to_bin('822fa41b-afd3-43a9-a248-86b0e36f3131') = uuid;\n\nselect * from text_relays where created_at > '2026-05-01';\nand id IN (32415, 32416);\n# and id = 32412;\n\nselect * from users where team_id = 2 and email like '%scott%' and id = 29510;\n\nSELECT * FROM activities WHERE uuid_to_bin('67cebfc2-ed56-44a2-8c68-7a0286ed8618') = uuid; # 79763436\n\nSELECT email_provider_id, COUNT(*) as count, GROUP_CONCAT(id) as ids, GROUP_CONCAT(status) as statuses\nFROM text_relays\nWHERE email_provider_id IN ('19e2027868a64b42', '19e2033ed8ea6b10')\nGROUP BY email_provider_id;\nSELECT id, status, telephony_provider_id, created_at\nFROM activities\nWHERE id IN (80028719, 80028846);\nSELECT id, status, code, email_sent_at, created_at, updated_at\nFROM text_relays\nWHERE id IN (32415, 32416);\nSELECT id, status, code, sender, recipient, created_at\nFROM text_relays\nWHERE sender LIKE '%mario.georgiev%' OR sender LIKE '%stoyan.tomov%'\nORDER BY created_at DESC\nLIMIT 10;\n\nSELECT id, uuid, status, code, sender, recipient, created_at, updated_at\nFROM text_relays\nWHERE uuid = uuid_to_bin('0626141c-27a6-4d8c-aff8-7c8020a2c656');\n\n# ***************\nSELECT DISTINCT u.id, u.email, u.name, u.softphone_number, COUNT(a.id) as sms_count\nFROM users u\nINNER JOIN activities a ON u.id = .user_id\nWHERE a.type LIKE 'sms%'\nAND a.created_at > DATE_SUB(NOW(), INTERVAL 30 DAY)\nGROUP BY u.id, u.email, u.name, u.softphone_number\nORDER BY sms_count DESC;\n\nselect * from teams where id = 1;\n\nselect * from roles;\n\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1117 and sa.provider = 'hubspot';\nSELECT * FROM activities WHERE uuid_to_bin('8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YES\nSELECT * FROM activities WHERE uuid_to_bin('25529043-8094-4781-927f-4f4da2a8185c') = uuid; # 80186192 NO\nSELECT * FROM crm_configurations WHERE id = 1053;\nSELECT * FROM teams WHERE id = 1117;\nselect * from users where id = 30249;\nselect * from playbooks where id = 5473;\nselect * from playbook_categories where id = 43783;\nselect * from playbook_categories where playbook_id = 5473;\nselect * from crm_fields where id = 659242;\nselect * from crm_field_values where crm_field_id = 659242;\n\nSELECT * FROM crm_field_data fd\n# JOIN crm_fields f ON fd.crm_field_id = f.id\n# JOIN activities a ON fd.activity_id = a.id\nWHERE activity_id = 79933459\n# AND f.crm_provider_id = 'hs_activity_type';\n\n\nSELECT * FROM activity_messages;\nselect * from text_relays where created_at > '2026-05-01';\nselect * from activities where user_id IN (7160, 18608) and created_at > '2026-05-22' order by id desc;\nselect * from users where team_id = 1 and id IN (18608, 13934, 7160);\nselect * from activities where user_id = 7160 order by id desc limit 10;\n\nselect * from accounts where team_id = 1 and name = 'Column5';\n\nselect * from users where name like '%Subra%'; # 31054, 1117\nselect * from teams where id = 1117;\nselect * from activity_searches where user_id = 31054;\nselect * from activity_search_filters where activity_search_id IN (88882, 88902);","depth":4,"on_screen":true,"value":"SELECT * FROM teams WHERE name LIKE '%litify%'; # 1069, 994, 24993\nSELECT * FROM users WHERE id = 25061;\nSELECT * FROM crm_profiles WHERE crm_configuration_id = 994;\nSELECT * FROM crm_profiles WHERE user_id = 25061;\n\nselect * from crm_configurations where id = 834;\nSELECT * FROM teams WHERE id = 882;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 882 and sa.provider = 'hubspot';\n\nSELECT * FROM crm_configurations where id = 882; # 933 - GoGlobal\nSELECT * FROM opportunities WHERE team_id = 933 order by updated_at desc;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 933 and sa.provider = 'hubspot';\n\nSELECT * FROM crm_configurations WHERE provider = 'hubspot' and crm_provider_id = 7270388;\n\nSELECT * FROM contacts where crm_configuration_id = 834;\nSELECT * FROM opportunities WHERE team_id = 933\n# AND crm_provider_id IN ('20131586060','46017317898','52543911090','53451356564','54101251892','54323768459');\nAND id IN (8482561,18352941,19042734,19232139,19445140,19472541);\nSELECT * FROM opportunity_contacts\nWHERE opportunity_id IN (8482561,18352941,19042734,19232139,19445140,19472541);\n\n# ********************************************************************\nSELECT * FROM crm_configurations where id = 485; #\nSELECT * FROM opportunities WHERE team_id = 933 order by updated_at desc;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 933 and sa.provider = 'hubspot';\n\nselect crm.provider, l.* from leads l join crm_configurations crm on l.crm_configuration_id = crm.id\nwhere crm.provider NOT IN ('salesforce', 'integration-app', 'bullhorn', 'copper')\n# and l.converted_at IS NOT NULL\n;\n\n# ********************************************************************\nSELECT * FROM activities a WHERE type IN ('email-inbound', 'email-outbound')\nand opportunity_id IS NULL\norder by id desc;\n\nSELECT * FROM teams WHERE id = 604; # 598\nSELECT * FROM activities WHERE id = 74410828; # chelseaw@allvoices.co\nSELECT * FROM accounts WHERE id = 20068382;\nSELECT * FROM accounts WHERE id = 35186038;\n\nSELECT * FROM contacts WHERE team_id = 852 and updated_at > '2026-01-23 12:30:00' order by updated_at desc;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 559 and sa.provider = 'hubspot';\n\nSELECT * FROM activities WHERE uuid_to_bin('cb6342b6-a183-401c-b0af-ede92b2ae763') = uuid;\nselect * from sidekick_settings where team_id = 781;\n\nSELECT * FROM crm_configurations where provider = 'hubspot' and crm_provider_id = 26651871; # Teya\nSELECT * FROM crm_configurations where provider = 'hubspot' and crm_provider_id = 7562435;\nSELECT * FROM crm_configurations where provider = 'hubspot' and crm_provider_id = 8420347; # opflit 2100\n\nSELECT * FROM crm_layouts WHERE crm_configuration_id = 711;\nSELECT * FROM activities where crm_configuration_id = 711 and crm_provider_id IS NULL\nand is_internal = 0 and status = 'completed'\norder by id desc;\n\nSELECT * FROM crm_layout_entities\nWHERE crm_layout_id IN (2352, 2353);\n;\n\nSELECT * FROM crm_configurations where provider = 'hubspot' and id = 530;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 556 and sa.provider = 'hubspot';\n\nSELECT * FROM activities WHERE uuid_to_bin('c6ca4b22-7738-4563-a95d-b8a9598924ae') = uuid;\nSELECT * FROM activities WHERE uuid_to_bin('442abb2b-28bd-4be8-9c25-19e9bf02766d') = uuid;\nselect * from contacts\nwhere crm_configuration_id = 530\nand crm_provider_id = 872252;\n\nselect * from activities where crm_configuration_id = 530\nand user_id = 14343 and type like '%softphone%'\nand created_at between '2026-01-28 15:00:00' and '2026-01-28 15:10:00';\n\nSELECT * FROM crm_configurations where provider = 'hubspot' and crm_provider_id = 25666868; # Teya\nSELECT * FROM crm_configurations where provider = 'hubspot' and crm_provider_id = 8646335; # Teya\nSELECT * FROM crm_configurations where provider = 'hubspot' and crm_provider_id IN (5933397);\n\n\nSELECT t.name, t.id, t.owner_id, c.id, c.provider, c.crm_base_url FROM teams t\nJOIN crm_configurations c ON t.id = c.team_id\nWHERE t.status = 'active';\n\nSELECT * FROM teams where id = 1091;\nSELECT * FROM crm_configurations where team_id = 1091;\nSELECT * FROM activity_providers where team_id = 1091;\nSELECT * FROM activities where crm_configuration_id = 1024 and type IN ('softphone', 'softphone-outbound')\nand provider NOT IN ('hubspot', 'aircall')\n# and telephony_provider_id = '019c1131-a22f-4792-b9ea-20adf6a02ed0'\norder by id desc;\n\n\nSELECT * FROM teams WHERE name LIKE '%Leadventure%';\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1091 and sa.provider = 'salesforce';\n\nSELECT * FROM teams WHERE name LIKE '%Wilson%'; # 862, 812\nSELECT * FROM teams where id = 862;\nSELECT * FROM crm_configurations where team_id = 862;\nSELECT * FROM activity_providers where team_id = 862;\nSELECT * FROM activities where crm_configuration_id = 812 and type IN ('softphone', 'softphone-outbound')\nand provider NOT IN ('hubspot', 'aircall')\n# and telephony_provider_id = '019c1131-a22f-4792-b9ea-20adf6a02ed0'\norder by id desc;\n\n\nSELECT t.id, crm.id, crm.provider, ap.* FROM teams t\njoin crm_configurations crm on t.id = crm.team_id\njoin activity_providers ap on t.id = ap.team_id\nwhere t.status = 'active' and ap.is_enabled = 1\nand crm.provider = 'hubspot'\nand ap.provider NOT IN ('hubspot', 'aircall', 'uploader', 'gong', 'twilio', 'zoom-bot', 'google-meet', 'ms-teams',\n 'outreach', 'close', 'ringcentral', 'dialpad', 'zoom-phone');\n\nSELECT * FROM teams where id = 1068;\nSELECT * FROM crm_configurations where team_id = 1068;\nSELECT * FROM activity_providers where team_id = 1068;\n\nSELECT * FROM activities a\nwhere crm_configuration_id = 993 and type IN ('softphone', 'softphone-outbound')\nand a.provider NOT IN ('hubspot', 'uploader', 'gong', 'twilio', 'google-meet', 'ms-teams','close'\n )\n# and telephony_provider_id = '019c1131-a22f-4792-b9ea-20adf6a02ed0'\norder by a.id desc;\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1068 and sa.provider = 'hubspot';\n\n# ********************************************************************\n# ********************************************************************\n# ********************************************************************\nSELECT * FROM crm_configurations where id = 882; # 933 - GoGlobal , portalId: 6017093\nSELECT * FROM opportunities WHERE team_id = 933 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 933 and updated_at > '2026-02-06 00:00:00' order by updated_at desc;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 933 and sa.provider = 'hubspot';\n\n# ********************************************************************\nSELECT * FROM crm_configurations where id = 834; # 882 - AnyVan , portalId: 5468262\nSELECT * FROM contacts WHERE crm_configuration_id = 834 and updated_at > '2026-03-30 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE crm_configuration_id = 834 and updated_at > '2026-03-04 08:00:00' order by updated_at desc;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 882 and sa.provider = 'hubspot';\nselect * from crm_layouts where crm_configuration_id = 834;\nselect * from crm_layout_entities where crm_layout_id = 2780;\nselect * from crm_fields where id IN (321153,321192,321193,321194);\n\nSELECT * FROM opportunities WHERE crm_configuration_id = 834 and id = 10993426;\n# ********************************************************************\nSELECT * FROM crm_configurations where id = 988; # 1057 - Teya (543ce4f4-168c-4571-91ea-5b35c253f06f) , portalId: 26651871\nSELECT * FROM opportunities WHERE team_id = 1057 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 1057 and updated_at > '2026-02-04 00:00:00' order by updated_at desc;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1057 and sa.provider = 'hubspot';\n\nSELECT * FROM crm_configurations where id = 533; # 559 - Connectd , portalId: 6710988\nSELECT * FROM opportunities WHERE team_id = 559 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 559 and updated_at > '2026-02-04 00:00:00' order by updated_at desc;\n\nSELECT * FROM crm_configurations where id = 801; # 852 - Rise Vision , portalId: 2700250\nSELECT * FROM opportunities WHERE team_id = 852 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 852 and updated_at > '2026-02-04 00:00:00' order by updated_at desc; # 6th last\n\nSELECT * FROM crm_configurations where id = 962; # 1034 - evergrowth.io , portalId: 143180990\nSELECT * FROM opportunities WHERE team_id = 1034 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 1034 and updated_at > '2026-02-04 00:00:00' order by updated_at desc;\n\n# ********************************************************************\nSELECT * FROM crm_configurations where id = 1037; # 1102 - Jibble , portalId: 6649755\nSELECT * FROM opportunities WHERE team_id = 1102 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 1102 and updated_at > '2026-02-04 12:30:00' order by updated_at desc; # 8\n\nSELECT * FROM crm_configurations where id = 1015; # 1049 - Travefy , portalId: 48904401\nSELECT * FROM opportunities WHERE team_id = 1049 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 1049 and updated_at > '2026-02-04 12:30:00' order by updated_at desc; # 20\n\nSELECT * FROM crm_configurations where id = 64; # 70 - SalaryFinance , portalId: 3404115\nSELECT * FROM opportunities WHERE team_id = 70 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 70 and updated_at > '2026-02-04 12:30:00' order by updated_at desc; # 6th last\n\nSELECT * FROM crm_configurations where id = 802; # 853 - Street Group , portalId: 7658438\nSELECT * FROM opportunities WHERE team_id = 853 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 853 and updated_at > '2026-02-04 12:30:00' order by updated_at desc; # 10\n\nSELECT * FROM crm_configurations where id = 872; # 921 - In Professional Development , portalId: 9238273\nSELECT * FROM opportunities WHERE team_id = 921 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 921 and updated_at > '2026-02-04 12:30:00' order by updated_at desc; # 2\n\n# ********************************************************************\nSELECT * FROM crm_configurations where id = 550; # 576 - SeedLegals , portalId: 3028661\nSELECT * FROM opportunities WHERE team_id = 576 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 576 and updated_at > '2026-02-05 14:00:00' order by updated_at desc;\n\nSELECT * FROM crm_configurations where id = 989; # 1058 - rtaoutdoor.com , portalId: 22371204\nSELECT * FROM opportunities WHERE team_id = 1058 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 1058 and updated_at > '2026-02-05 14:00:00' order by updated_at desc;\n\nSELECT * FROM crm_configurations where id = 896; # 946 - Mintago , portalId: 6621281\nSELECT * FROM opportunities WHERE team_id = 946 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 946 and updated_at > '2026-02-05 14:00:00' order by updated_at desc;\n\nSELECT * FROM crm_configurations where id = 617; # 641 - PCS , portalId: 5244937\nSELECT * FROM opportunities WHERE team_id = 641 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 641 and updated_at > '2026-02-05 14:00:00' order by updated_at desc; # 7th\n# ********************************************************************\nSELECT * FROM crm_configurations where id = 649; # 670 - Eventeny , portalId: 4492849\nSELECT * FROM opportunities WHERE team_id = 670 and updated_at > '2026-02-18 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 670 and updated_at > '2026-02-09 08:00:00' order by updated_at desc; #\n\nSELECT * FROM crm_configurations where id = 48; # 51 - CleanCloud , portalId: 4373137\nSELECT * FROM opportunities WHERE team_id = 51 and updated_at > '2026-03-04 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 51 and updated_at > '2026-02-09 08:00:00' order by updated_at desc;\nselect * from users where team_id = 51; # 7783\nSELECT * FROM groups WHERE uuid_to_bin('8a8d2cb6-8b55-4fa3-8b5c-5f0e3d8de59a') = uuid; # 1130\nselect * from activity_searches where user_id = 7783;\nselect * from activity_search_filters where activity_search_id IN (32291, 32292);\n\nSELECT asf.activity_search_id, asf.id, asf.value\nFROM activity_search_filters asf\nWHERE asf.filter = 'group_id'\nAND asf.value IN (\n SELECT CONCAT(\n HEX(SUBSTR(uuid, 5, 4)), '-',\n HEX(SUBSTR(uuid, 3, 2)), '-',\n HEX(SUBSTR(uuid, 1, 2)), '-',\n HEX(SUBSTR(uuid, 9, 2)), '-',\n HEX(SUBSTR(uuid, 11))\n )\n FROM groups\n WHERE deleted_at IS NOT NULL\n);\n\nSELECT * FROM crm_configurations where id = 272; # 290 - Bonham & Brook , portalId: 5705856\nSELECT * FROM opportunities WHERE team_id = 290 and updated_at > '2026-02-05 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 290 and updated_at > '2026-02-09 08:00:00' order by updated_at desc; # 6th\n# ********************************************************************\nSELECT * FROM crm_configurations where provider = 'hubspot';\nSELECT * FROM crm_configurations where id = 1056; # 1119 - Chromatic , portalId: 45602133\nSELECT * FROM opportunities WHERE team_id = 1119 and remotely_created_at > '2026-02-01 00:00:00' order by updated_at desc;\nSELECT * FROM opportunities WHERE team_id = 1119 and updated_at > '2026-02-09 09:00:00' order by updated_at desc; # null\n# ********************************************************************\n\nselect * from contacts where crm_provider_id = '003Uu00000ojD4NIAU';\nselect\n cp.*\n# DISTINCT t.id\n# cp.id, cp.user_id, t.id, cp.crm_configuration_id, cp.contact_fields\nFROM crm_profiles cp\nJOIN crm_configurations crm on crm.id = cp.crm_configuration_id\nJOIN users u on u.id = cp.user_id\nJOIN teams t ON t.id = crm.team_id\nWHERE crm.provider = 'salesforce' and t.status = 'active'\n and cp.archived_at IS NULL and u.deleted_at IS NULL\n and t.id NOT IN (1093)\n and t.id = 2\n and cp.contact_fields IS NULL;\n# and c.crm_provider_id = '003Uu00000ojD4NIAU';\n\nSELECT * FROM users WHERE id = 26484;\nSELECT * FROM crm_profiles WHERE user_id = 26484;\nSELECT * FROM social_accounts WHERE sociable_id = 26484;\nSELECT * FROM crm_configurations where provider = 'salesforce';\nselect * from users where id IN (10022, 10403);\nselect * from users where team_id IN (526);\nselect * from teams where id IN (526, 532);\nselect * from crm_configurations where id IN (500, 516);\nselect * from crm_profiles where crm_configuration_id IN (500, 516) and user_id IN (10022, 10403);\nselect * from contacts where crm_configuration_id IN (500, 516) and crm_provider_id = '003Uu00000ojD4NIAU';\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 526 and sa.provider = 'salesforce';\nselect * from team_settings where team_id IN (526, 532);\n\nselect * from users where id IN (22824);\nselect * from crm_profiles where crm_configuration_id IN (1026);\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1093 and sa.provider = 'salesforce';\n\nselect * from teams where id = 1099;\nselect * from users where id = 29643\n\nselect * from activity_processing_states;\n\nSELECT * FROM teams where name LIKE '%Fare%'; # 233\nSELECT * FROM opportunities where crm_configuration_id = 215\n# and crm_provider_id = 'oppo_ogESZf2P50nDrd1nGPvKDXeA6sSaTN5v51Lp4ayVzKR'\n;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1088 and sa.provider = 'hubspot';\n\nSELECT * FROM teams order by updated_at DESC\nSELECT * FROM crm_configurations WHERE id = 1019; # SimpleConsign 1088 - no social account\n\nselect * from crm_configurations where provider = 'pipedrive';\n\nselect * from teams where id = 957;\nselect * from crm_configurations where id = 957;\n\nSELECT * FROM teams WHERE name LIKE '%Prolific%'; # 544, 518, 10743\nSELECT * FROM opportunities where crm_configuration_id = 518 order by id desc;\n\nselect * from users where team_id = 1; # 26726 - Gabriela Dureva\nSELECT * FROM opportunities where user_id = 26726; # 16834447 - Prolific\nselect * from activities where user_id = 26726 order by id desc;\nselect * from contacts where crm_configuration_id = 1\nand email IN ('charlotte.ward@prolific.com', 'frankie.bryant@prolific.com'); # 2094416, 2093620\nSELECT * FROM contacts WHERE id = 6284931;\n\nSELECT p.* FROM activities a JOIN participants p ON a.id = p.activity_id\nWHERE a.user_id = 26726 and p.lead_id IN (2094416, 2093620) and a.created_at > '2026-01-01 00:00:00' order by p.email;\n\nselect * from activities where id IN (75509259,75509261,75509261,75511034,75026464,75517602,75517605);\nselect * from crm_configurations where id = 1;\n\n43801692-1aeb-32ce-acba-5b80a479701a\n44c3c9cf-6f5e-75f3-8179-bc9f75dd2b1b\n405975c0-b3d0-7aaa-821f-09d59cae6dd1\n4caf848d-4bed-2299-b248-7788d41f9fca\n49bedc3f-f196-eef3-89c3-dea6a3b4aa63\n43420989-a09d-b8f8-9806-c8bbf7a02aac\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1 and sa.provider = 'salesforce';\n\nSELECT * FROM activities WHERE id = 75461988;\n\nSELECT * FROM activities WHERE uuid_to_bin('d6c5052e-e972-49e9-8912-26f2f7d6c5f6') = uuid;\n\nselect * from contacts where id = 17900517;\n\nselect * from contact_roles cr join crm_configurations crm on cr.crm_configuration_id = crm.id\nwhere crm.provider != 'salesforce';\n\nselect * from users where id = 21047;\nSELECT * FROM crm_configurations WHERE id = 892;\nSELECT * FROM teams WHERE id = 942;\nselect * from opportunities where team_id = 942 order by updated_at desc;\nselect * from contacts where team_id = 942 order by updated_at desc;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 942 and sa.provider = 'hubspot';\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id IN ('006Pq00000NeH6XIAV', '006Pq000007z8kdIAA'); # 10697889, 6621430\nSELECT * FROM crm_configurations WHERE id = 1;\nSELECT * FROM teams WHERE crm_id = 1;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1 and sa.provider = 'salesforce';\n\nselect id, user_id, opportunity_fields from crm_profiles where crm_configuration_id = 1\nSELECT * FROM opportunities where team_id = 1 order by updated_at desc; # 10697889, 6621430\n\nselect * from teams where id = 852;\nselect * from groups where id = 2286;\nselect * from sidekick_settings where team_id = 852;\nselect * from default_activity_types where team_id = 852;\n\n\nSELECT cc.provider, cc.id, p.id, u.*\nFROM users u\nLEFT JOIN crm_profiles p ON u.id = p.user_id AND p.id IS NULL -- no profile\nINNER JOIN teams t ON u.team_id = t.id AND t.status = 'active' -- team is active\nINNER JOIN crm_configurations cc ON t.crm_id = cc.id\nWHERE u.status = 1 AND u.deleted_at IS NULL\nAND u.crm_required = 1\nAND u.team_id = 1\nORDER BY u.team_id;\n\nSELECT * FROM crm_profiles cp where cp.crm_configuration_id = 1 and cp.user_id IN (\n18481\n );\n\nSELECT cc.provider, cc.id, p.id, u.*\nFROM users u\nLEFT JOIN crm_profiles p ON u.id = p.user_id\nINNER JOIN teams t ON u.team_id = t.id AND t.status = 'active'\nINNER JOIN crm_configurations cc ON t.crm_id = cc.id\nWHERE u.status = 1\n AND u.deleted_at IS NULL\n AND u.crm_required = 1\n# AND u.team_id = 1\n AND p.id IS NULL -- Move this condition to WHERE clause\nORDER BY u.team_id;\n\nSELECT * FROM opportunities WHERE id = 20002609;\nselect * from teams where id = 1122; # Velatir, 29953 - christian@velatir.com\nselect * from crm_configurations where id = 1060;\nselect * from crm_layouts where crm_configuration_id = 1060;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 3596;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1122 and sa.provider = 'hubspot';\nselect * from opportunities where team_id = 1122 order by updated_at desc;\n\nselect * from crm_field_data where object_type = 'contact';\n\nSELECT * FROM activities WHERE uuid_to_bin('374fc8ed-3315-4c9f-9b25-318b7fd2928f') = uuid; # 76584262\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 248 and sa.provider = 'salesforce';\n\nSELECT * FROM crm_profiles where user_id = 24115; # 005QF000002CswMYAS\nSELECT * FROM users where id = 24115;\nSELECT * FROM accounts where id = 4002896;\nSELECT * FROM teams WHERE name LIKE '%adswerve%';\nSELECT * FROM opportunities where crm_configuration_id = 230 AND crm_provider_id IN (\"0069N000003GIQ9QAO\",\"0061r000019yGP9AAM\",\"0066900001S2KWlAAN\",\"0066900001TDpj2AAD\",\"0066900001b8uEwAAI\",\"0069N000001rQi0QAE\",\"006QF00000KD40mYAD\",\"006QF00000LzpRJYAZ\",\"0069N000002uomtQAA\",\"0069N000002xlMLQAY\",\"0066900001NV6ubAAD\",\"0061r00001HJp45AAD\",\"006QF00000uTlUoYAK\",\"006QF00000v0bZqYAI\");\nSELECT * FROM opportunities WHERE crm_configuration_id = 230 AND crm_provider_id = '0069N000003GIQ9QAO'; # 6272203\n\nSELECT u.id, u.email, ac.name, a.* FROM activities a\nJOIN users u ON a.user_id = u.id\nJOIN accounts ac ON a.account_id = ac.id\nWHERE\nuuid_to_bin('e3269598-b562-44fb-b5e9-9d2694dc63e0') = a.uuid or\nuuid_to_bin('66ddc3ab-4e15-45aa-af0c-248c1eece593') = a.uuid or\nuuid_to_bin('826bd328-e1cc-4213-b8d8-572454cacc07') = a.uuid;\n\nselect * from users where id = 5825;\nSELECT * FROM activities WHERE uuid_to_bin('e56aa2e8-231a-421b-ab1f-cb38ed2bf573') = uuid;\n\nselect * from activities where uuid_to_bin('91e13b2f-2d1b-45f8-b1fd-1141b6563782') = uuid;\n19594, 862\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 862 and sa.provider = 'salesforce';\n\nselect * from automated_reports where id = 36;\nselect ar.frequency, r.*, ar.* from automated_report_results r\njoin automated_reports ar on r.report_id = ar.id\nwhere ar.frequency != 'one_off';\n\nselect s.* from activity_searches s join users u ON s.user_id = u.id where u.team_id = 882;\nselect * from nudges n where n.activity_search_id\n\nselect * from teams where created_at > '2026-03-09';\nSELECT * FROM crm_layouts WHERE crm_configuration_id = 1065; # 1065\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 3617;\n\nselect * from users where team_id = 1 and name like '%Lukas%'; # 7160\n\nSELECT * FROM teams WHERE id = 575;\nselect * from opportunities where team_id = 575;\nSELECT * FROM teams WHERE name LIKE '%Integrum ESG%'; # 1126, 1065,\nselect * from opportunities where team_id = 1126;\nSELECT * FROM teams WHERE name LIKE '%Base%'; # 1125, 1063,\nselect * from opportunities where team_id = 1125;\nselect * from contacts c\nwhere c.team_id = 882;\n\nSELECT * FROM activities WHERE id = 76822967;\nSELECT * FROM crm_profiles WHERE user_id = 15440;\nSELECT * FROM crm_profiles WHERE crm_configuration_id = 555;\nSELECT * FROM crm_configurations WHERE id = 555;\nSELECT * FROM users WHERE id = 15440; # team. 581, gr. 15440, pl. 3911, act. field 162182\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 581 and sa.provider = 'salesforce';\n\nSELECT * FROM automated_report_results order by id desc;\n\nselect * from features;\nselect * from team_features where feature_id = 40;\n\nselect * from teams where id = 556;\n\nselect * from automated_reports;\nwhere id = 54; # 4fdd41f6-dcf0-30d0-b339-7345381b6044 , [\"pdf\",\"podcast\"]\nSELECT * FROM automated_report_results WHERE uuid_to_bin('822fa41b-afd3-43a9-a248-86b0e36f3131') = uuid;\nselect * from automated_report_results order by id desc;\nSELECT * FROM automated_report_results WHERE id = 1919;\n\nselect * from automated_report_results WHERE report_id = 54;\n\nselect * from opportunities where id = 7594349;\n\nSELECT * FROM teams WHERE name LIKE '%Les%'; # 711, 692, 16067 - jiminnyintegration@lesmills.com\nselect * from playbooks where team_id = 711; # event 226147\nSELECT * FROM playbook_categories WHERE playbook_id = 5515;\nSELECT * FROM crm_fields WHERE crm_configuration_id = 692 and object_type = 'event';\nSELECT * FROM crm_fields WHERE id = 226147;\nSELECT * FROM crm_field_values WHERE crm_field_id = 226147;\n\nSELECT * FROM crm_configurations WHERE id = 692;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 711 and sa.provider = 'salesforce';\n\nSELECT * FROM crm_profiles cp JOIN users u on u.id = cp.user_id WHERE u.team_id = 711;\n\nselect * from leads;\n\nselect * from calendars;\n\nSELECT\n t.id AS team_id,\n t.name,\n LOWER(SUBSTRING_INDEX(c.calendar_provider_id, '@', -1)) AS calendar_domain\nFROM teams t\nJOIN users u ON u.team_id = t.id\nJOIN calendars c ON c.user_id = u.id AND c.status = 'active' AND c.calendar_provider_id LIKE '%@%'\nLEFT JOIN team_domains td\n ON td.team_id = t.id\n AND td.deleted_at IS NULL\n AND td.domain = LOWER(SUBSTRING_INDEX(c.calendar_provider_id, '@', -1))\nGROUP BY t.id, t.name, calendar_domain\nORDER BY t.name, calendar_domain;\n\nselect * from users u join calendars c on c.user_id = u.id\nwhere u.team_id = 882;\n\n\nselect * from activities where id = 74049485; # team 563 crm 537\nselect * from activities where id = 73272382; # team 563 crm 537\nselect * from activities where id = 64400389; # team 563 crm 537\nselect * from activities where id = 58081273; # team 563 crm 537\nselect * from activities where id = 54520297; # team 563 crm 537\nselect * from participants where activity_id = 58081273;\n\nselect * from activities where crm_configuration_id = 537 and provider = 'aircall'\nand account_id = 19003658 order by updated_at desc;\n\nselect * from contacts where crm_configuration_id = 537 and id = 35957759;\nselect * from accounts where crm_configuration_id = 537 and id = 19003658;\n\nselect * from automated_report_results where id = 1976;\nselect * from automated_reports where id = 583;\nselect * from activity_searches where id = 87714;\nselect * from activity_search_filters where activity_search_id = 87714;\n\nSELECT * FROM activities WHERE uuid_to_bin('8827f672-202d-4162-9d04-73ff5f0566a9') = uuid\nor uuid_to_bin('47842446-af51-4bcb-854f-cc6560290101') = uuid;\n\nSELECT * FROM crm_configurations WHERE provider = 'hubspot';\nselect * from rate_limits;\n\nselect * from automated_report_results where media_type = 'pdf' and status = 2\nand id IN (18, 1872);\nselect * from automated_reports where id = 54;\nSELECT * FROM users WHERE id IN (24623,29443,29613);\n\nSELECT * FROM automated_report_results WHERE uuid_to_bin('822fa41b-afd3-43a9-a248-86b0e36f3131') = uuid;\n\nselect * from text_relays where created_at > '2026-05-01';\nand id IN (32415, 32416);\n# and id = 32412;\n\nselect * from users where team_id = 2 and email like '%scott%' and id = 29510;\n\nSELECT * FROM activities WHERE uuid_to_bin('67cebfc2-ed56-44a2-8c68-7a0286ed8618') = uuid; # 79763436\n\nSELECT email_provider_id, COUNT(*) as count, GROUP_CONCAT(id) as ids, GROUP_CONCAT(status) as statuses\nFROM text_relays\nWHERE email_provider_id IN ('19e2027868a64b42', '19e2033ed8ea6b10')\nGROUP BY email_provider_id;\nSELECT id, status, telephony_provider_id, created_at\nFROM activities\nWHERE id IN (80028719, 80028846);\nSELECT id, status, code, email_sent_at, created_at, updated_at\nFROM text_relays\nWHERE id IN (32415, 32416);\nSELECT id, status, code, sender, recipient, created_at\nFROM text_relays\nWHERE sender LIKE '%mario.georgiev%' OR sender LIKE '%stoyan.tomov%'\nORDER BY created_at DESC\nLIMIT 10;\n\nSELECT id, uuid, status, code, sender, recipient, created_at, updated_at\nFROM text_relays\nWHERE uuid = uuid_to_bin('0626141c-27a6-4d8c-aff8-7c8020a2c656');\n\n# ***************\nSELECT DISTINCT u.id, u.email, u.name, u.softphone_number, COUNT(a.id) as sms_count\nFROM users u\nINNER JOIN activities a ON u.id = .user_id\nWHERE a.type LIKE 'sms%'\nAND a.created_at > DATE_SUB(NOW(), INTERVAL 30 DAY)\nGROUP BY u.id, u.email, u.name, u.softphone_number\nORDER BY sms_count DESC;\n\nselect * from teams where id = 1;\n\nselect * from roles;\n\n\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1117 and sa.provider = 'hubspot';\nSELECT * FROM activities WHERE uuid_to_bin('8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YES\nSELECT * FROM activities WHERE uuid_to_bin('25529043-8094-4781-927f-4f4da2a8185c') = uuid; # 80186192 NO\nSELECT * FROM crm_configurations WHERE id = 1053;\nSELECT * FROM teams WHERE id = 1117;\nselect * from users where id = 30249;\nselect * from playbooks where id = 5473;\nselect * from playbook_categories where id = 43783;\nselect * from playbook_categories where playbook_id = 5473;\nselect * from crm_fields where id = 659242;\nselect * from crm_field_values where crm_field_id = 659242;\n\nSELECT * FROM crm_field_data fd\n# JOIN crm_fields f ON fd.crm_field_id = f.id\n# JOIN activities a ON fd.activity_id = a.id\nWHERE activity_id = 79933459\n# AND f.crm_provider_id = 'hs_activity_type';\n\n\nSELECT * FROM activity_messages;\nselect * from text_relays where created_at > '2026-05-01';\nselect * from activities where user_id IN (7160, 18608) and created_at > '2026-05-22' order by id desc;\nselect * from users where team_id = 1 and id IN (18608, 13934, 7160);\nselect * from activities where user_id = 7160 order by id desc limit 10;\n\nselect * from accounts where team_id = 1 and name = 'Column5';\n\nselect * from users where name like '%Subra%'; # 31054, 1117\nselect * from teams where id = 1117;\nselect * from activity_searches where user_id = 31054;\nselect * from activity_search_filters where activity_search_id IN (88882, 88902);","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"}]...
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idle
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
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Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Execute","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Explain Plan","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Browse Query History","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"View Parameters","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Open Query Execution Settings…","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"In-Editor Results","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Tx: Auto","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Cancel Running Statements","depth":4,"on_screen":true,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Playground","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"jiminny","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"45","depth":4,"on_screen":true,"role_description":"text"}]...
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idle
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accessibility
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
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faVsco.js – Service.php
|
1
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NULL
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monitor_2
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
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[{"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":"#12121 on JY-20963-fix-import-on-deleted-entity, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.11569149,"height":0.025538707},"on_screen":true,"help_text":"Pull request #12121 exists for current branch JY-20963-fix-import-on-deleted-entity","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":0.8374335,"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":"TextRelayServiceTest","depth":6,"bounds":{"left":0.85272604,"top":0.019952115,"width":0.062832445,"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 'TextRelayServiceTest'","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 'TextRelayServiceTest'","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}]...
|
-5599254006743683834
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-7050965352302034496
|
typing_pause
|
hybrid
|
NULL
|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
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rapstomViewNeweNNCCoocWindowFV faVsco.s ~#12121 on JY-20963-fx-lproidet© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResolver.pnpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResciver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php8 MatchDomainByEmailinterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaec [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(© ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalCa Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:M Validators© BatchCriteria.ohe©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn•) Service.php x php heipers.phgUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B883225g169111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,Sunc tontheeuis interthceSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.MatchCrmEntitiesInterfaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too* @var int1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600.*Note Pontent Hmit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000000TextRelayServiceTest©ActivityControlier.php© Client.php100% 142-• Thu 28 May 15:50:09+0.=custom.loglaravel.logSetm onwatoes noesld console (PROD) x C Service.php# console fiaumA console (STAGING)FERRRRE8REERBERIERENHDojminnyvinostodnt s Cue MMt MnSoNAl KAInAy045 A1 A41 Y 66 A S• BY u.id, u.enail, u.name, u.softphone number: BY sms count DESC:t * from teans where id = 1:t * from rolesCONCATCU,1d. CASE NHEN u,51d = tounen id THEM * (onner) * ELSE** END) AS usen 3aSonnen id FROM sochal accounte snusens u on uisid e shsocabledtcanet1.ng->1: on tisid = uatean fdurcanbiid e 117 and eh-orovider = "hubsootT * FROM activities WHERE uvid_to_bin(^8024fffb-2df7-4017-91f4-d9f896850248*) = vuid; # 79933459 YES* FROM activities WHERE uuid_to_bin( [CREDIT_CARD]-927f-4f4da2a8185c') = vuid; # 80186192 NCT * FROM crn_configurations WHERE id = 1053;*SPOM teans THERE 5O81002:* fron users where id = 30249;**tron nlavbooks where saln Shaket * from playbook categories where id = 43783:**Eaan mlauhanh astonanoc whond nlauhaal id n Chzt * from crn fields where id = 659242:**Eham Ann Cold valmoc whono ane bhold ne Aconta,T& GOnM Ann Bold doto &hN crn fields f ON fd.crn field id = f.idMOAtNS+2oGa OM SHl onftustu ka- 0%aactivity id = 799334591 f.crm provider id = 'hs activity type':T * FROM activity nessages** fron toxt relave where created at > 12826-85-01*.** fron activitice where usen id IM (7168, 18688) and coeated at > 12826-85-221 onden by sid desci** fron usens nhere tean id = 1 and Sid TN (18688, 13934, 7169):** fron activities where usen jid = 7168 onder by id desc Linit 16** fron accounts where tean jid = 1and nane = "ColunnS".** fron usens nhere nane Like "ySubrak*: # 31054, 1117)nhere $d= 1117,***trom actaivity searches where usen 5dn31856+ fron activity search filtens where activity seanch ja TN (8880). 8R0PP)Cachado Codo XoKick of a new proisct. Make chunoee, Fixing and Validating TextRelayService TestsP. Mnlti-Pickfst lawout Pitolyreview the PR diff and add fulo PodeswiettTAGte nactAn71m31mKtModturTasme Tox.sehires*4 space...
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faVsco.js – Service.php
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"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":"#12121 on JY-20963-fix-import-on-deleted-entity, menu","depth":5,"on_screen":true,"help_text":"Pull request #12121 exists for current branch JY-20963-fix-import-on-deleted-entity","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,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"TextRelayServiceTest","depth":6,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Run 'TextRelayServiceTest'","depth":6,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Debug 'TextRelayServiceTest'","depth":6,"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,"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,"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,"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,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
|
-5599254006743683834
|
-7050965352302034496
|
typing_pause
|
hybrid
|
NULL
|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
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Debug 'TextRelayServiceTest'
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
|
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Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":4,"bounds":{"left":0.13863032,"top":0.12210695,"width":0.38597074,"height":0.87789303},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
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Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Execute","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Explain Plan","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Browse Query History","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"View Parameters","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Open Query Execution Settings…","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"In-Editor Results","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Tx: Auto","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
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faVsco.js – Service.php
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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Search Everywhere
IDE and Project Settings
iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKER-₴81DEV (docker)₴82-zshN3screenpipe"app/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php84348-zsh+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976+++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D‹>0 (|85100% <78• Thu 28 May 15:50:17L881ec2-user@ip-10-30-129-...ec2-user@ip-10-30-140-...₴7...
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NULL
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2933
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2026-05-28T12:50:17.535704+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779972617535_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
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
Run 'TextRelayServiceTest'
Debug 'TextRelayServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.025930852,"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":"#12121 on JY-20963-fix-import-on-deleted-entity, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.11569149,"height":0.025538707},"on_screen":true,"help_text":"Pull request #12121 exists for current branch JY-20963-fix-import-on-deleted-entity","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":0.8374335,"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":"TextRelayServiceTest","depth":6,"bounds":{"left":0.85272604,"top":0.019952115,"width":0.062832445,"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 'TextRelayServiceTest'","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 'TextRelayServiceTest'","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}]...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
Run 'TextRelayServiceTest'
Debug 'TextRelayServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
rapstomViewNeweNNCCoocWindowFV faVsco.s ~#12121 on JY-20963-fx-lproidet© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResolver.pnpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResciver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php© MatchDomainByEmailnterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote(@ OnnortunituSvnsStrataovBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(c ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalCa Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhnTAGenactAn7 (hmicutas seol•) Service.php x php heipers.phgUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B883225g169111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,SunctontmerelignterthchSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.MatchCrmEntitiesInterfaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600.*Note Pontent Hmit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000000TextRelayServiceTest©ActivityControlier.php© Client.php100% 142-• Thu 28 May 15:50:17+0.custom.loglaravel.logSetm onwatoes noesld console (PROD) x C Service.php# console fiaumA console (STAGING)FERRRRE8FEERBERIRIENGDojminnyvinostodnt s Cue MMt MnSoNAl KAInAy045 A1 A41 Y 66 A S• BY u.id, u.enail, u.name, u.softphone number: BY sms count DESC:t * from teans where id = 1:t * from rolesCONCATCU,1d. CASE NHEN u,51d = tounen id THEM * (onner) * ELSE*• END) AS usen 30Sonnen id FROM sochal accounte snusens u on uisid e shsocabledtcanet1.ng->1: on tisid = uatean fdurcanbiid e 117 and eh-orovider = "hubsootT * FROM activities WHERE uvid_to_bin(^8024fffb-2df7-4017-91f4-d9f896850248*) = vuid; # 79933459 YES* FROM activities WHERE uuid_to_bin( [CREDIT_CARD]-927f-4f4da2a8185c') = vuid; # 80186192 NCT * FROM crn_configurations WHERE id = 1053;*SPOM teans THERE 5O81002:* fron users where id = 30249;**tron nlavbooks where saln Shaket * from playbook categories where id = 43783:**Eaan mlauhanh astonanoc whond nlauhaal id n Chzt * from crn fields where id = 659242:**Eham Ann Cold valmoc whono ane bhold ne Aconta,T& GOnM Ann Bold doto &hN crn fields f ON fd.crn field id = f.idMOAtNS+2oGa OM SHl onftustu ka- 0%aactivity id = 799334591 f.crm provider id = 'hs activity type':T * FROM activity nessages** fron toxt relave where created at > 12826-85-01*.** fron activitice where usen id IM (7168, 18688) and coeated at > 12826-85-221 onden by sid desci** fron usens nhere tean id = 1 and Sid TN (18688, 13934, 7169):** fron activities where usen jid = 7168 onder by id desc Linit 16** fron accounts where tean jid = 1and nane = "ColunnS".** fron usens nhere nane Like "ySubrak*: # 31054, 1117)nhere $d= 1117,***trom actaivity searches where usen 5dn31856+ fron activity search filtens where activity seanch ja TN (8880). 8R0PP)Cachado Codo XoKick of a new proisct. Make chunoee, Fixing and Validating TextRelayService Testsreview the PR diff and add full test coeverage on changes.o Podeswiett5m31mKtModturTasme Tox.sehires*4 space...
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85571
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2026-05-28T12:50:20.397387+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779972620397_m1.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_1
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NULL
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"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":"#12121 on JY-20963-fix-import-on-deleted-entity, menu","depth":5,"on_screen":true,"help_text":"Pull request #12121 exists for current branch JY-20963-fix-import-on-deleted-entity","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,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"TextRelayServiceTest","depth":6,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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-5714658179048184897
|
-8634297297851446848
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typing_pause
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hybrid
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NULL
|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKERO ₴1DEV (docker)₴82-zshN3ffmpegapp/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php2,5X4348-zsh+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976++++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D‹>0 (|85100% <78• Thu 28 May 15:50:20L881ec2-user@ip-10-30-129-...ec2-user@ip-10-30-140-...₴7...
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85573
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NULL
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NULL
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NULL
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85576
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2933
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33
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2026-05-28T12:50:20.515261+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779972620515_m2.jpg...
|
PhpStorm
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faVsco.js – Service.php
|
1
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NULL
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monitor_2
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NULL
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
|
[{"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}]...
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8043719072324535154
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-8628527368849355612
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typing_pause
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hybrid
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NULL
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Project: faVsco.js, menu
rapstomViewNeweNNCCoocWin Project: faVsco.js, menu
rapstomViewNeweNNCCoocWindowFV faVsco.s ~#12121 on JY-20963-fx-lproidet© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResolver.pnpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResciver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php© MatchDomainByEmailnterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote(@ OnnortunituSvnsStrataovBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(c ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalCa Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhnTAGenactAn7 (hmicutas seol•) Service.php x php heipers.phgUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B883225g169111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,SunctontmerelignterthchSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.MatchCrmEntitiesInterfaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600,*Note Pontent Hmit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000000TextRelayServiceTest©ActivityControlier.php© Client.php100% 142-• Thu 28 May 15:50:20+0.custom.loglaravel.logSetm onwatoes noesld console (PROD) x C Service.php# console fiaumA console (STAGING)FERRRRE8FEERBERIRIENGDojminnyvinostodnt s Cue MMt MnSoNAl KAInAy045 A1 A41 Y 66 A S• BY u.id, u.enail, u.name, u.softphone number: BY sms count DESC:t * from teans where id = 1:t * from rolesCONCATCU,1d. CASE NHEN u,51d = tounen id THEM * (onner) * ELSE*• END) AS usen 30Sonnen id FROM sochal accounte snusens u on uisid e shsocabledtcanet1.ng->1: on tisid = uatean fdurcanbiid e 117 and eh-orovider = "hubsootT * FROM activities WHERE uvid_to_bin(^8024fffb-2df7-4017-91f4-d9f896850248*) = vuid; # 79933459 YES* FROM activities WHERE uuid_to_bin( [CREDIT_CARD]-927f-4f4da2a8185c') = vuid; # 80186192 NCT * FROM crn_configurations WHERE id = 1053;*SPOM teans THERE 5O81002:* fron users where id = 30249;**tron nlavbooks where saln Shaket * from playbook categories where id = 43783:**Eaan mlauhanh astonanoc whond nlauhaal id n Chzt * from crn fields where id = 659242:**Eham Ann Cold valmoc whono ane bhold ne Aconta,T& GOnM Ann Bold doto &hN crn fields f ON fd.crn field id = f.idMOAtNS+2oGa OM SHl onftustu ka- 0%aactivity id = 799334591 f.crm provider id = 'hs activity type':T * FROM activity nessages** fron toxt relave where created at > 12826-85-01*.** fron activitice where usen id IM (7168, 18688) and coeated at > 12826-85-221 onden by sid desci** fron usens nhere tean id = 1 and Sid TN (18688, 13934, 7169):** fron activities where usen jid = 7168 onder by id desc Linit 16** fron accounts where tean jid = 1and nane = "ColunnS".** fron usens nhere nane Like "ySubrak*: # 31054, 1117)nhere $d= 1117,***trom actaivity searches where usen 5dn31856+ fron activity search filtens where activity seanch ja TN (8880). 8R0PP)Cachado Codo XoKick of a new proisct. Make chunoeC. Fixing and Validating TextRelayService Testsreview the PR diff and add full test coeverage on changes. Still there sio Podeswiett5m31mXtModtur Tatme Toxcsehireh*4 space...
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NULL
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NULL
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NULL
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NULL
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85577
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2932
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29
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2026-05-28T12:50:23.173421+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779972623173_m1.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_1
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NULL
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NULL
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NULL
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NULL
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iTerm2• • 0ShellEditViewSessionScripts|ProfilesW iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKERO ₴1DEV (docker)₴82-zshN3ffmpegapp/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php84348-zsh+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976+++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D‹>0 (|100% <78• Thu 28 May 15:50:2285ec2-user@ip-10-30-129-...ec2-user@ip-10-30-140-...₴7...
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NULL
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-8310352189825462936
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NULL
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typing_pause
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ocr
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iTerm2• • 0ShellEditViewSessionScripts|ProfilesW iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKERO ₴1DEV (docker)₴82-zshN3ffmpegapp/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php84348-zsh+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976+++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D‹>0 (|100% <78• Thu 28 May 15:50:2285ec2-user@ip-10-30-129-...ec2-user@ip-10-30-140-...₴7...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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rapstomViewNeweNNCCoocWindowFV faVsco.s ~#12121 on JY-20963-fx-lproidet© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResolver.pnpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResciver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php© MatchDomainByEmailnterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote(@ OnnortunituSvnsStrataovBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(c ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalCa Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhnTAGenactAn7 (hmicutas seol•) Service.php x php heipers.phgUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B883225g169111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,Sunc tontheeuis interthceSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.MatchCrmEntitiesInterfaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600,*Note Pontent Hmit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOT MAX LENGTH = 58000000TextRelayServiceTest©ActivityControlier.php© Client.php100% 142-• Thu 28 May 15:50:24+0.=custom.loglaravel.logSetm onwatoes noesld console (PROD) x C Service.php# console fiaumA console (STAGING)FERRRRE8FEERBERIRIENGDojminnyvinostodnt s Cue MMt MnSoNAl KAInAy045 A1 A41 Y 66 A S• BY u.id, u.enail, u.name, u.softphone number: BY sms count DESC:t * from teans where id = 1:t * from rolesCONCATCU,1d. CASE NHEN u,51d = tounen id THEM * (onner) * ELSE*• END) AS usen 30Sonnen id FROM sochal accounte snusens u on uisid e shsocabledtcanet1.ng->1: on tisid = uatean fdurcanbiid e 117 and eh-orovider = "hubsootT * FROM activities WHERE uvid_to_bin(^8024fffb-2df7-4017-91f4-d9f896850248*) = vuid; # 79933459 YES* FROM activities WHERE uuid_to_bin( [CREDIT_CARD]-927f-4f4da2a8185c') = vuid; # 80186192 NCT * FROM crn_configurations WHERE id = 1053;*SPOM teans THERE 5O81002:* fron users where id = 30249;**tron nlavbooks where saln Shaket * from playbook categories where id = 43783:**Eaan mlauhanh astonanoc whond nlauhaal id n Chzt * from crn fields where id = 659242:**Eham Ann Cold valmoc whono ane bhold ne Aconta,T& GOnM Ann Bold doto &hN crn fields f ON fd.crn field id = f.idMOANNS+3OG G OM SHl oAftulty 3a-0%aactivity id = 799334591 f.crm provider id = 'hs activity type':T * FROM activity nessages** fron toxt relave where created at > 12826-85-01*.** fron activitice where usen id IM (7168, 18688) and coeated at > 12826-85-221 onden by sid desci** fron usens nhere tean id = 1 and Sid TN (18688, 13934, 7169):** fron activities where usen jid = 7168 onder by id desc Linit 16** fron accounts where tean jid = 1and nane = "ColunnS".** fron usens nhere nane Like "ySubrak*: # 31054, 1117)nhere $d= 1117,***trom actaivity searches where usen 5dn31856+ fron activity search filtens where activity seanch ja TN (8880). 8R0PP)Cachado Codo XoKick off a new proinet. Make chanod.C. Fixing and Validating TextRelayService Tests32mreview the PR diff and add full test coeverage on changes. Still there si somethuian missiuungo PodeswiettXtModtur Tatme Toxcsehirehensd....
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
|
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Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Execute","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Explain Plan","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Browse Query History","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"View Parameters","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Open Query Execution Settings…","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"In-Editor Results","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Tx: Auto","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Cancel Running Statements","depth":4,"on_screen":true,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Playground","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
|
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Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":4,"bounds":{"left":0.13863032,"top":0.12210695,"width":0.38597074,"height":0.87789303},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
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#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKER881DEV (docker)₴82-zshN3screenpipe"app/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.phpX4348-zsh+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976+++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D‹>0 (|85100% <78• Thu 28 May 15:50:36L881ec2-user@ip-10-30-129-...ec2-user@ip-10-30-140-...₴7...
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rapstomViewNeweNNCCoocWindowFV faVsco.s ~#12121 on rapstomViewNeweNNCCoocWindowFV faVsco.s ~#12121 on JY-20963-fx-lproidet© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResolver.pnpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResciver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php© MatchDomainByEmailnterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote(@ OnnortunituSvnsStrataovBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(c ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalCa Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhnTAGenactAn7 (hmicutas seol•) Service.php x php heipers.phgUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B883225g169111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,Sunc tontheeuis interthceSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.MatchCrmEntitiesInterfaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600,*Note Pontent Hmit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOT MAX LENGTH = 58000000TextRelayServiceTest©ActivityControlier.php© Client.php100% 142-• Thu 28 May 15:50:36+0.=custom.loglaravel.logSetm onwatoes noesld console (PROD) x C Service.php# console fiaumA console (STAGING)FERRRRE8FEERBERIRIENGDojminnyvinostodnt s Cue MMt MnSoNAl KAInAy045 A1 A41 Y 66 A S• BY u.id, u.enail, u.name, u.softphone number: BY sms count DESC:t * from teans where id = 1:t * from rolesCONCATCU,1d. CASE NHEN u,51d = tounen id THEM * (onner) * ELSE*• END) AS usen 30Sonnen id FROM sochal accounte snusens u on uisid e shsocabledtcanet1.ng->1: on tisid = uatean fdurcanbiid e 117 and eh-orovider = "hubsootT * FROM activities WHERE uvid_to_bin(^8024fffb-2df7-4017-91f4-d9f896850248*) = vuid; # 79933459 YES* FROM activities WHERE uuid_to_bin( [CREDIT_CARD]-927f-4f4da2a8185c') = vuid; # 80186192 NCT * FROM crn_configurations WHERE id = 1053;*SPOM teans THERE 5O81002:* fron users where id = 30249;**tron nlavbooks where saln Shaket * from playbook categories where id = 43783:**Eaan mlauhanh astonanoc whond nlauhaal id n Chzt * from crn fields where id = 659242:**Eham Ann Cold valmoc whono ane bhold ne Aconta,T& GOnM Ann Bold doto &hN crn fields f ON fd.crn field id = f.idMOANNS+3OG G OM SHl oAftulty 3a-0%aactivity id = 799334591 f.crm provider id = 'hs activity type':T * FROM activity nessages** fron toxt relave where created at > 12826-85-01*.** fron activitice where usen id IM (7168, 18688) and coeated at > 12826-85-221 onden by sid desci** fron usens nhere tean id = 1 and Sid TN (18688, 13934, 7169):** fron activities where usen jid = 7168 onder by id desc Linit 16** fron accounts where tean jid = 1and nane = "ColunnS".** fron usens nhere nane Like "ySubrak*: # 31054, 1117)nhere $d= 1117,***trom actaivity searches where usen 5dn31856+ fron activity search filtens where activity seanch ja TN (8880). 8R0PP)Cachado Codo XoKick off a new proinet. Make chanod.C. Fixing and Validating TextRelayService Testsreview the PR diff and add full test coeverage on changes. Still there is something missiuungo Podeswiett32mXtModtur Tatme Toxcsehirehensd....
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rapstomViewNeweNNCCoocWindowFV faVsco.s ~#12121 on rapstomViewNeweNNCCoocWindowFV faVsco.s ~#12121 on JY-20963-fx-lproidet© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResolver.pnpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResciver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php© MatchDomainByEmailnterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote(@ OnnortunituSvnsStrataovBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(c ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalCa Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhnTAGenactAn7 (hmicutas seol•) Service.php x php heipers.phgUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B883225g169111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,Sunc tontheeuis interthceSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.MatchCrmEntitiesInterfaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600,*Note Pontent Hmit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOT MAX LENGTH = 58000000TextRelayServiceTest©ActivityControlier.php© Client.php100% 142-• Thu 28 May 15:50:36+0.=custom.loglaravel.logSetm onwatoes noesld console (PROD) x C Service.php# console fiaumA console (STAGING)FERRRRE8FEERBERIRIENGDojminnyvinostodnt s Cue MMt MnSoNAl KAInAy045 A1 A41 Y 66 A S• BY u.id, u.enail, u.name, u.softphone number: BY sms count DESC:t * from teans where id = 1:t * from rolesCONCATCU,1d. CASE NHEN u,51d = tounen id THEM * (onner) * ELSE*• END) AS usen 30Sonnen id FROM sochal accounte snusens u on uisid e shsocabledtcanet1.ng->1: on tisid = uatean fdurcanbiid e 117 and eh-orovider = "hubsootT * FROM activities WHERE uvid_to_bin(^8024fffb-2df7-4017-91f4-d9f896850248*) = vuid; # 79933459 YES* FROM activities WHERE uuid_to_bin( [CREDIT_CARD]-927f-4f4da2a8185c') = vuid; # 80186192 NCT * FROM crn_configurations WHERE id = 1053;*SPOM teans THERE 5O81002:* fron users where id = 30249;**tron nlavbooks where saln Shaket * from playbook categories where id = 43783:**Eaan mlauhanh astonanoc whond nlauhaal id n Chzt * from crn fields where id = 659242:**Eham Ann Cold valmoc whono ane bhold ne Aconta,T& GOnM Ann Bold doto &hN crn fields f ON fd.crn field id = f.idMOANNS+3OG G OM SHl oAftulty 3a-0%aactivity id = 799334591 f.crm provider id = 'hs activity type':T * FROM activity nessages** fron toxt relave where created at > 12826-85-01*.** fron activitice where usen id IM (7168, 18688) and coeated at > 12826-85-221 onden by sid desci** fron usens nhere tean id = 1 and Sid TN (18688, 13934, 7169):** fron activities where usen jid = 7168 onder by id desc Linit 16** fron accounts where tean jid = 1and nane = "ColunnS".** fron usens nhere nane Like "ySubrak*: # 31054, 1117)nhere $d= 1117,***trom actaivity searches where usen 5dn31856+ fron activity search filtens where activity seanch ja TN (8880). 8R0PP)Cachado Codo XoKick off a new proinet. Make chanod.C. Fixing and Validating TextRelayService Testsreview the PR diff and add full test coeverage on changes. Still there is something missiuungo Podeswiett32mXtModtur Tatme Toxcsehirehensd....
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
|
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Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Execute","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Explain Plan","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Browse Query History","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"View Parameters","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
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rapstomEV faVsco,ls ~ProjectvViewNeweNNC#12121 on JY-20963-fix-InCooc) Service.php x me helpers.phpUscrko.cooscrvtrconWindow© Querylterator.phpу queуkesui onoservice one© SyncBatchRedisService.ptTraitsooaseeenone© BaseService.phpoCachecimsenrooCountryCodeResolver.phpOCinAeMiwowoehdet©CrmActivityService.phpccrmcont curationsettinos.ser©CrmObjectsResolver.php8B8C) DeraultProsoec SearchStrate©EmallHelper.phpFindsProspectinterface.php© LayoutManager.php© MatchDomainByEmailnterfac© Opportunity Activity Matcher.f® OpportunitySyncStrategyinte© Opportunity SyncStrategyRes© ProspectCache.phpProspectSearchScope.php© ProspectSearchStrategyFacte© ProspectSearchStrategyinter© ProviderRegistry.phpRecordSelector.php© ResolveCompanyNameByEm:© TimePerioditerator.php99E importInternal& Klosk@ Mail› @Actions› DOffice› E Repositories› E Resolvers› OTraits› E Validators© BatchCriteria.php@BatchCriteriainterface.php169111©BatchService.php8 BatchServiceinterace ono© EmailActivity Service.php112BEmailActvitySenceinterne© EmailMessage.phpsmailMesenocintence.ohd© InboxService.phpInboxServicelnterface.php©InternetMessageinterface.phyKe MnChsond Conhto nhn119yTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .Tests passed: 17 (6 minutes ago)class Service extends BaseService inplementswles torceinertideSalesforceBatchSyncInterface,SyncCrmEntitiesInterface,SyncCrmProfiLeRecordTypesInterface,ImportsBusinessProcessesInterface,RemoteEntityManipulationInterface,FetchRelatedActivityInterface,SendSunmaryToCrnInterface,MatchDomainByEnailInterface,SearchTaskInterface,MatchCrmEntitiesInterface,Supports0b:lectTypeParseInterfaceRemoteNoteEntityManipulatlonInterface.VerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTrait;use SyncFieldsTrait;use Delete0bjectsTrait;use RecordManipulationsTrait;use ServiceTraits\BatchSyncTrait;use FollowupActivityTrait;"odsod am on chn te woreealneoot* @vac int1 usageprivate const int CLASSIC_NOTE_MAX_LENGTH = 32000;*Note Pontent Himit fon the New Notes*Avan snt1 usageprivate const int ENHANCEO_NOTE_MAX_LENGTH = 50000000;U TextRelayServiceTest~©ActivityController.php© Client.php100% KSa- 8• Thu 28 May 15:50:51+ 0..RRRRFTEERRNT8RR2REERRERIREE customlogE Iaravel.logA SF (jiminny@localhost)A console (STAGING)D8000i.created at > DATE SUB(NOW(), INTERVAL 30 DAY)• BY u.id, u.enait, u.name, u.softphone_number: BY sms_count DESC;A console (PROD) x © Service,php# console fiaum68fminry~045 A1 A41 Y 66 A St * fron teans where id = 1;t * from roles:ONCAT(U.id, CASE WHEN U.1d = t.owner_id THEN • (ouner)' ELSE**END) AS user_id,.ouner_id FROM social_accounts sausensu on uisid e shsocablediteans t 1.n<->1: on t.id = u.tean_idutcanbid e 117 and ch-orovider = "hubsoorT * FROM actáváties WHERE uvid_to_bin( 8024fffb-2df7-4017-91f4-d9f896850248') = uuid; # 79933459 YES* FROM activities WHERE uuid_to_bin( [CREDIT_CARD]-927f-4f4da2a8185c') = vuid; # 80186192 NCT * FROM crn_configurations WHERE id = 1053;T * FROM teans NHERE id = 1117;* fron users where id = 30249;t * from playbooks where id = 5473:t * from playbook_categories where id = 43783;t * from playbook categories where playbook id = 5473;t * from crn_fields where id = 659242;t * from crn field values where crm field id = 659242:T * FROM crn field data fN crn_fields f ON fd.Crn_field_id = f.1dN activities a ON fd.activity id = a.1dactivity_id = 79933459i f.crn_provider_id = 'hs_activity_type':T * FROM activity_nessages;t * fron text_relays where created_at > *2026-85-01':t * fron users where tean_id = 1 and id IN (18608, 13934, 7160):t * from activities where user_id = 7160 order by id desc linit 10;t * from accounts where team_id = 1 and nane = 'ColumnS":t * from users where nane Like '%Subrax": # 31054, 1117i where id = 1117:Srom actaiviity searches where lusen dun318523Cacaado CodoxoKick off a new project. Make changesc. Hung and Validaung Textkela service Testereview the PR diff and add full test coeverage on changes. Stil there is something missingo Podeswiett32mKtModturTasme Tox.sehiresensd....
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
|
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Highlighted Error","depth":4,"bounds":{"left":0.40026596,"top":0.123703115,"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":0.40757978,"top":0.123703115,"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\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":4,"bounds":{"left":0.13863032,"top":0.12210695,"width":0.38597074,"height":0.87789303},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Execute","depth":4,"bounds":{"left":0.41589096,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Explain Plan","depth":4,"bounds":{"left":0.4245346,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Browse Query History","depth":4,"bounds":{"left":0.43550533,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"View Parameters","depth":4,"bounds":{"left":0.44414893,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Open Query Execution Settings…","depth":4,"bounds":{"left":0.45279256,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"In-Editor Results","depth":4,"bounds":{"left":0.4637633,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Tx: Auto","depth":4,"bounds":{"left":0.47473404,"top":0.09896249,"width":0.024268618,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Cancel Running Statements","depth":4,"bounds":{"left":0.5013298,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Playground","depth":4,"bounds":{"left":0.51230055,"top":0.09896249,"width":0.029587766,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
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85584
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NULL
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NULL
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85653
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2935
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39
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2026-05-28T12:53:44.195868+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779972824195_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
1
|
NULL
|
monitor_2
|
NULL
|
NULL
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NULL
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NULL
|
18PhpStormViewNeweNNCCoocWindowFV faVsco.is ~#1212 18PhpStormViewNeweNNCCoocWindowFV faVsco.is ~#12121 on JY-20963-1Proinet vo euchyneretor.onу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResolver.pnpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResciver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php© MatchDomainByEmailnterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote(@ OnnortunituSvnsStrataovBaeC ProspectCache.php.ProspectSearchScope.php(c ProspectSearchStrategyFact® ProspectSearchStrategyinter(© ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalCa Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:M ValidatorsC BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL]# InboxService.phoInboxServicelnterface.phpInternetMessageinterface.phe MaChsond Conhno nhnUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .88883828888169111class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,Sunc tontheeuis interthcesunctrProter recond woesnrerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.MatchCrmEntitiesInterfaceSupports0bjectTypeParseinterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse SyncFieldsTraituse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FollowupActivityTrait* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600.*Note Pontent Hmit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000000©ActivityControlier.php© Client.phpTO0У L7Inu cowoy 1o.os.4s+0.IIII=custom.loglaravel.logSetm onwatoes noesld console (PROD) x C Service.phpds consoeleu.A console (STAGING)FERRRRE8FEERBERIRIENGDojminnyvinostodst nas CueMoMotMrSoNAl XAINAY045 A1 A41 Y 66 A S• BY u.id, u.enail, u.name, u.softphone number: BY sms count DESC:t * from teans where id = 1:t * from rolesCONCATCU,1d. CASE NHEN u,51d = tounen id THEM * (onner) * ELSE** END) AS usen 3aSonnen id FROM sochal accounte snusens u on uisid e shsocabledtcanet1.ng->1: on tisid = uatean fdurcanbiid e 117 and eh-orovider = "hubsootT * FROM activities WHERE uvid_to_bin(^8024fffb-2df7-4017-91f4-d9f896850248*) = vuid; # 79933459 YES* FROM activities WHERE uuid_to_bin( [CREDIT_CARD]-927f-4f4da2a8185c') = vuid; # 80186192 NCT * FROM crn_configurations WHERE id = 1053;*SPOM teans THERE 5O81002:* fron users where id = 30249;**tron nlavbooks where saln Shaket * from playbook categories where id = 43783:**Eaan mlauhanh astonanoc whond nlauhaal id n Chzt * from crn fields where id = 659242:**Emam Ann Cold ualmoc whono ane Ghold d e AconoT& GOnM Ann Bold doto &hN crn fields f ON fd.crn field id = f.idMOAtNS+2oGa OM SHl onftustu ka- 0%aactivity id = 799334591 f.crm provider id = 'hs activity type':T * FROM activity nessages** fron toxt relave where created at > 12826-85-01*.** fron usens nhere tean id = 1 and Sid TN (18688, 13934, 7169):** fron activities where usen jid = 7168 onder by id desc Linit 16** fron accounts where tean jid = 1and nane = "ColunnS".** fron usens nhere nane Like "ySubrak*: # 31054, 1117)nhere $d= 1117,**Erom actaivity searches where lusen 5dn 318563+ fron actiwity search filtens where activity seanch ja TN (8080). 8R09P)Cachado Codo XoKick of a new proisct. Make chunoeC. Fixing and Validating TextRelayService Testsreview the PR diff and add full test coeverage on changes. Still there is something missingo PodeswiettKtwodtur TasmsTor.se Wies35m...
|
NULL
|
-8930651626060273857
|
NULL
|
visual_change
|
ocr
|
NULL
|
18PhpStormViewNeweNNCCoocWindowFV faVsco.is ~#1212 18PhpStormViewNeweNNCCoocWindowFV faVsco.is ~#12121 on JY-20963-1Proinet vo euchyneretor.onу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResolver.pnpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResciver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php© MatchDomainByEmailnterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote(@ OnnortunituSvnsStrataovBaeC ProspectCache.php.ProspectSearchScope.php(c ProspectSearchStrategyFact® ProspectSearchStrategyinter(© ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalCa Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:M ValidatorsC BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL]# InboxService.phoInboxServicelnterface.phpInternetMessageinterface.phe MaChsond Conhno nhnUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .88883828888169111class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,Sunc tontheeuis interthcesunctrProter recond woesnrerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.MatchCrmEntitiesInterfaceSupports0bjectTypeParseinterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse SyncFieldsTraituse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FollowupActivityTrait* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600.*Note Pontent Hmit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000000©ActivityControlier.php© Client.phpTO0У L7Inu cowoy 1o.os.4s+0.IIII=custom.loglaravel.logSetm onwatoes noesld console (PROD) x C Service.phpds consoeleu.A console (STAGING)FERRRRE8FEERBERIRIENGDojminnyvinostodst nas CueMoMotMrSoNAl XAINAY045 A1 A41 Y 66 A S• BY u.id, u.enail, u.name, u.softphone number: BY sms count DESC:t * from teans where id = 1:t * from rolesCONCATCU,1d. CASE NHEN u,51d = tounen id THEM * (onner) * ELSE** END) AS usen 3aSonnen id FROM sochal accounte snusens u on uisid e shsocabledtcanet1.ng->1: on tisid = uatean fdurcanbiid e 117 and eh-orovider = "hubsootT * FROM activities WHERE uvid_to_bin(^8024fffb-2df7-4017-91f4-d9f896850248*) = vuid; # 79933459 YES* FROM activities WHERE uuid_to_bin( [CREDIT_CARD]-927f-4f4da2a8185c') = vuid; # 80186192 NCT * FROM crn_configurations WHERE id = 1053;*SPOM teans THERE 5O81002:* fron users where id = 30249;**tron nlavbooks where saln Shaket * from playbook categories where id = 43783:**Eaan mlauhanh astonanoc whond nlauhaal id n Chzt * from crn fields where id = 659242:**Emam Ann Cold ualmoc whono ane Ghold d e AconoT& GOnM Ann Bold doto &hN crn fields f ON fd.crn field id = f.idMOAtNS+2oGa OM SHl onftustu ka- 0%aactivity id = 799334591 f.crm provider id = 'hs activity type':T * FROM activity nessages** fron toxt relave where created at > 12826-85-01*.** fron usens nhere tean id = 1 and Sid TN (18688, 13934, 7169):** fron activities where usen jid = 7168 onder by id desc Linit 16** fron accounts where tean jid = 1and nane = "ColunnS".** fron usens nhere nane Like "ySubrak*: # 31054, 1117)nhere $d= 1117,**Erom actaivity searches where lusen 5dn 318563+ fron actiwity search filtens where activity seanch ja TN (8080). 8R09P)Cachado Codo XoKick of a new proisct. Make chunoeC. Fixing and Validating TextRelayService Testsreview the PR diff and add full test coeverage on changes. Still there is something missingo PodeswiettKtwodtur TasmsTor.se Wies35m...
|
85651
|
NULL
|
NULL
|
NULL
|
|
85654
|
2934
|
31
|
2026-05-28T12:53:45.660870+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779972825660_m1.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
1
|
NULL
|
monitor_1
|
NULL
|
NULL
|
NULL
|
NULL
|
iTerm2• • 0ShellEditViewSessionScripts|ProfilesW iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKERO ₴1DEV (docker)₴82-zshN3screenpipe"app/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php84348-zsh+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976++++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D< →0 lahlX5ec2-user@ip-10-30-129-...100% <78• Thu 28 May 15:53:451₴1ec2-user@ip-10-30-140-...₴7...
|
NULL
|
7605792583231562738
|
NULL
|
click
|
ocr
|
NULL
|
iTerm2• • 0ShellEditViewSessionScripts|ProfilesW iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKERO ₴1DEV (docker)₴82-zshN3screenpipe"app/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php84348-zsh+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976++++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D< →0 lahlX5ec2-user@ip-10-30-129-...100% <78• Thu 28 May 15:53:451₴1ec2-user@ip-10-30-140-...₴7...
|
NULL
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NULL
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NULL
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NULL
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|
85655
|
2935
|
40
|
2026-05-28T12:53:48.353161+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779972828353_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
1
|
NULL
|
monitor_2
|
NULL
|
NULL
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NULL
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NULL
|
rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 o rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidet© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResoiver.prpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResciver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php© MatchDomainByEmailnterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(c ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalCa Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn•) Service.php x php heipers.phgUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B883225g169111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,Sunc tontheeuis interthceSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.MatchCrmEntitiesInterfaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600,*Note Pontent Himit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:TextRelayServiceTest100% 142-• Thu 28 May 15:53:48+0.©ActivityControlier.php(© Client.phpa| 5412 A246 У3 121 %A SF fiminny@localhost)console (PROD) x C Service.phpds consoe leu,A console [STAGING)714715-718719720728BEERRBREBERRERTYTy: AutowDojminnyvINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;B4SBIBSYOA* fron teans where id = 1;NCAT(u.id, CASE WHEN U.id = t.ouner_id THEN ' (ouner)' ELSE ** END) AS user_id,ouner_id FROM social_accounts saeans t (1.n<->1:Sontd M.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896050248') = uuid; # 79933459 YES* FROM activities WHERE Uuid_to_bin('[CREDIT_CARD]-927f-4f4da2a8185c') = uuid; # 80186192 NO*EROM eon confauratzons WHERE 3d = 1953%* FROM teans WHERE 1d = 1117:* Eoon ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:* fron crn_fields where id = 659242:* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdAAEERAACOM CAAA CAAIBACGRacrviies a UN to.acovity 1d = a.10activity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity_messages:* fron text. relayswhere created.at > *2926-05-91*-* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desciteam.id = 1 and 3d TN (18688, 13934, 2169):*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos*.*Toon tasne whendae*foon Antáusty seanches whane usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Cachado Codo XoKick of a new proisct. Make chunoeTecte nactad7le minc. Hung and Validaung Textkela service Testereview the PR diff and add full test coeverage on changes. Still there is something missing"Podswioth35mXtModtur Tatme Toxcsehireh*4 space...
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NULL
|
4247600544435642072
|
NULL
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click
|
ocr
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NULL
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rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 o rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidet© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResoiver.prpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResciver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php© MatchDomainByEmailnterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(c ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalCa Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn•) Service.php x php heipers.phgUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B883225g169111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,Sunc tontheeuis interthceSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.MatchCrmEntitiesInterfaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600,*Note Pontent Himit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:TextRelayServiceTest100% 142-• Thu 28 May 15:53:48+0.©ActivityControlier.php(© Client.phpa| 5412 A246 У3 121 %A SF fiminny@localhost)console (PROD) x C Service.phpds consoe leu,A console [STAGING)714715-718719720728BEERRBREBERRERTYTy: AutowDojminnyvINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;B4SBIBSYOA* fron teans where id = 1;NCAT(u.id, CASE WHEN U.id = t.ouner_id THEN ' (ouner)' ELSE ** END) AS user_id,ouner_id FROM social_accounts saeans t (1.n<->1:Sontd M.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896050248') = uuid; # 79933459 YES* FROM activities WHERE Uuid_to_bin('[CREDIT_CARD]-927f-4f4da2a8185c') = uuid; # 80186192 NO*EROM eon confauratzons WHERE 3d = 1953%* FROM teans WHERE 1d = 1117:* Eoon ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:* fron crn_fields where id = 659242:* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdAAEERAACOM CAAA CAAIBACGRacrviies a UN to.acovity 1d = a.10activity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity_messages:* fron text. relayswhere created.at > *2926-05-91*-* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desciteam.id = 1 and 3d TN (18688, 13934, 2169):*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos*.*Toon tasne whendae*foon Antáusty seanches whane usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Cachado Codo XoKick of a new proisct. Make chunoeTecte nactad7le minc. Hung and Validaung Textkela service Testereview the PR diff and add full test coeverage on changes. Still there is something missing"Podswioth35mXtModtur Tatme Toxcsehireh*4 space...
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NULL
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NULL
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NULL
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NULL
|
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85656
|
2934
|
32
|
2026-05-28T12:53:49.430493+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779972829430_m1.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_1
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NULL
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NULL
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NULL
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NULL
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iTerm2• • 0ShellEditViewSessionScripts|ProfilesW iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKERO ₴1DEV (docker)₴82-zshN3screenpipe"-zshapp/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php348+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976+++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D‹>0 (|X5ec2-user@ip-10-30-129-...100% <78• Thu 28 May 15:53:491₴1ec2-user@ip-10-30-140-...₴7...
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NULL
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6199686103634685658
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NULL
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click
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ocr
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NULL
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iTerm2• • 0ShellEditViewSessionScripts|ProfilesW iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKERO ₴1DEV (docker)₴82-zshN3screenpipe"-zshapp/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php348+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976+++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D‹>0 (|X5ec2-user@ip-10-30-129-...100% <78• Thu 28 May 15:53:491₴1ec2-user@ip-10-30-140-...₴7...
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85654
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NULL
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85657
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41
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2026-05-28T12:53:51.923408+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779972831923_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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PhpStormViewNeweNNCCoocWindowFV faVsco.sv#12121 on PhpStormViewNeweNNCCoocWindowFV faVsco.sv#12121 on JY-20963-fx-lo euchyneretor.onу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResoiver.prpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResciver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php8 MatchDomainByEmailinterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(c ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internal•) Service.php x php heipers.phgUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .88883225gCa Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,SunctontmerelignterthchSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.Matchinintr des ntertaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600,*Note Pontent Himit fon the New Notes*avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:TextRelayServiceTest100% 142-• Thu 28 May 15:53:51+0.©ActivityControlier.php(© Client.phpa| 5412 A246 У3 121 %A SF fiminny@localhost)console (PROD) x C Service.phpds consoe leu,A console [STAGING)714715-718719720728BEERRBREBERRERTYTy: AutowINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;Do jminny v045 A1 A41 Y 66 A S* fron teans where id = 1;NCAT(u.id, CASE WHEN U.id = t.ouner_id THEN ' (ouner)' ELSE ** END) AS user_id,ouner_id FROM social_accounts saeans t (1.n<->1:Sontd M.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896050248') = uuid; # 79933459 YES* FROM activities WHERE UUid_ to_bin ("[CREDIT_CARD]-9274-4f4da288185c') = uuid; # 80186192 NO*EROM eon confauratzons WHERE 3d = 1953%* FROM teans WHERE 1d = 1117:* Eoon licene whene 3d= 30240-* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:* fron crn_fields where id = 659242:* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdAAEERAACOM CAAA CAAIBACGRacrviies a UN to.acovity 1d = a.10activity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity_messages:* fron text. relayswhere created.at > *2926-05-91*-* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desciteam.id = 1 and 3d TN (18688, 13934, 2169):*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos*.*Toon tasne whendae*foon Antáusty seanches whane usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Cachado Codo XoKick of a new proisct. Make chunoe111=Tecte nactad7le minc. Hung and Validaung Textkela service Testereview the PR diff and add full test coeverage on changes. Still there is something missing"PodswiothKtModturTasmeT0%UndcpastePaste and Match StvicSelect Alonen new ools...
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NULL
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1990943137333873659
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NULL
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click
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ocr
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PhpStormViewNeweNNCCoocWindowFV faVsco.sv#12121 on PhpStormViewNeweNNCCoocWindowFV faVsco.sv#12121 on JY-20963-fx-lo euchyneretor.onу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResoiver.prpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResciver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php8 MatchDomainByEmailinterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(c ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internal•) Service.php x php heipers.phgUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .88883225gCa Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,SunctontmerelignterthchSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.Matchinintr des ntertaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600,*Note Pontent Himit fon the New Notes*avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:TextRelayServiceTest100% 142-• Thu 28 May 15:53:51+0.©ActivityControlier.php(© Client.phpa| 5412 A246 У3 121 %A SF fiminny@localhost)console (PROD) x C Service.phpds consoe leu,A console [STAGING)714715-718719720728BEERRBREBERRERTYTy: AutowINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;Do jminny v045 A1 A41 Y 66 A S* fron teans where id = 1;NCAT(u.id, CASE WHEN U.id = t.ouner_id THEN ' (ouner)' ELSE ** END) AS user_id,ouner_id FROM social_accounts saeans t (1.n<->1:Sontd M.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896050248') = uuid; # 79933459 YES* FROM activities WHERE UUid_ to_bin ("[CREDIT_CARD]-9274-4f4da288185c') = uuid; # 80186192 NO*EROM eon confauratzons WHERE 3d = 1953%* FROM teans WHERE 1d = 1117:* Eoon licene whene 3d= 30240-* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:* fron crn_fields where id = 659242:* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdAAEERAACOM CAAA CAAIBACGRacrviies a UN to.acovity 1d = a.10activity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity_messages:* fron text. relayswhere created.at > *2926-05-91*-* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desciteam.id = 1 and 3d TN (18688, 13934, 2169):*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos*.*Toon tasne whendae*foon Antáusty seanches whane usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Cachado Codo XoKick of a new proisct. Make chunoe111=Tecte nactad7le minc. Hung and Validaung Textkela service Testereview the PR diff and add full test coeverage on changes. Still there is something missing"PodswiothKtModturTasmeT0%UndcpastePaste and Match StvicSelect Alonen new ools...
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85655
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NULL
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NULL
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85658
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2935
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42
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2026-05-28T12:53:54.945750+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779972834945_m2.jpg...
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PhpStorm
|
faVsco.js – Service.php
|
1
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NULL
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monitor_2
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NULL
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
Run 'TextRelayServiceTest'
Debug 'TextRelayServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.025930852,"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":"#12121 on JY-20963-fix-import-on-deleted-entity, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.11569149,"height":0.025538707},"on_screen":true,"help_text":"Pull request #12121 exists for current branch JY-20963-fix-import-on-deleted-entity","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":0.8374335,"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":"TextRelayServiceTest","depth":6,"bounds":{"left":0.85272604,"top":0.019952115,"width":0.062832445,"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 'TextRelayServiceTest'","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 'TextRelayServiceTest'","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}]...
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-5599254006743683834
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-7050965352302034496
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visual_change
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hybrid
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
Run 'TextRelayServiceTest'
Debug 'TextRelayServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lProinet v•) Service.php x php heipers.phg© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ptd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResoiver.prpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResoiver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php8 MatchDomainByEmailinterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(© ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B8832258Ca Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,SunctontmerelignterthchSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.Matchinintr des ntertaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600.*Note Pontent Hmit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:©ActivityControlier.php(© Client.php7o0sLX• Thu 28 May 15:53:54+0.412 A246 У3 121 %A SF fiminny@localhost)A console [STAGING)Ty: AutowINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;* fron teans where id = 1;console (PROD) x C Service.php# console fiaumDo jminny v045 A1 A41 У 66 A714715-718719720728BEERRBREBERRERTYNCAT(u.id, CASE WHEN U.id = t.ouner_id THEN ' (oaner)' ELSE ** END) AS user_id,ouner_id FROM social_accounts saeans t (1.n<->1:Sontd M.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896850248') = uuid; # 79933459 YES* FROM activities WHERE UUid_ to_bin ("[CREDIT_CARD]-9274-4f4da288185c') = uuid; # 80186192 NO*EROM eon confaurazons MHEPF 3d = 1953%* FROM teans WHERE 1d = 1117:* Eoon licene whene 3d= 30240-* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:* fron crn_fields where id = 659242:* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdAAE ERAAEOM CHAn CAAWdACGRacrviies a ON to.aciaviry1d = a.10activity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity_messages:* fron text. relayswhere created.at > *2926-05-91*-* fron actsivities where user_id TN (7168, 18688) and created at > *2826-85-22' order by sid descteam.id = 1 and 3d TN (18688, 13934, 2169):*£ron activities where usen 1a = 7169 order bu jd desc 1ini+ 10:*fnon accounts where tean 3a = 1and nane = "Colunos*.*Toon tasne whendae*foon Antáusty seanches whane usen $a = 71852.*Eoon sctkusty coanch Silitane nhans actfusty canoch SA TM CARRR) RRO92 )Cachado Codo XoKick off a new oreTeGte nactAn71e minrewew the PR dtand add tuli test comveraae on chanaoe. St there le comethina missina orivate tunctlorSecontaciPnone ustring scountcode, array scrmoata: arranemoty/Scrmonta "Phone?nretum lu, nuwhTawwehdNimoar=oareap.oodMumon/SeountodeodeSetomtwtrohoodasevett exty) f huil: Strelimit(Sparsed Number("ext*], 10, "private function parseContactMobile(?string ScountryCode, array ScrmData): ?stringretum Streim tohone e164/ScountryCode. Scrmant"MoscPhonc*1.25.*"PodswiothXtModtur Tatme Toxcsehireh*4 space...
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85684
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NULL
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0
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2026-05-28T12:56:02.594248+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779972962594_m2.jpg...
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PhpStorm
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faVsco.js – Service.php
|
1
|
NULL
|
monitor_2
|
NULL
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NULL
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NULL
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NULL
|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
Run 'TextRelayServiceTest'
Debug 'TextRelayServiceTest'
More Actions
JetBrains AI
Search Everywhere...
|
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6879326690315022146
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idle
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hybrid
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidet© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResoiver.prpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResoiver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php8 MatchDomainByEmailinterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(c ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalêa Maili>D Actions>D Office> E Repositories.>M Resoivers>O Trait:>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn•) Service.php x php heipers.phgUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .888832258169111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,SunctontmerelignterthchSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.MatchCrmEntitiesInterfaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600.*Note Pontent Himit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:©ActivityControlier.phpA SF fiminny@localhost)© Client.phpa| 5A console [STAGING)D0.000as aua a an - aTy: AutowINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;* fron teans where id = 1;console (PROD) x C Service.phpds consoe leu,045 A1 A41 У 66 AOremew hephotio inu comoy 1o:do.0TextRelayServiceTest+0 .As. Stthere is somethina miss no orivate functionne1, 25,"))714715-718719720BEERRBREBERRERTYNCAT(u.id, CASE WHEN u.id = t.ouner_id THEN • (ouner)* ELSE ** END) AS user_idouner_id FROM social_accounts saeans t 1.nc->1ontd n.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896050248') = uuid; # 79933459 YES* FROM activities WHERE uuid_ to_bin ("[CREDIT_CARD]-927f-4f4da288185e') = uuid; # 80186192 NO*EROM eon confauratzons WHERE 3d = 1953%* FROM teans WHERE 1d = 1117;* Eoon ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:*foon enn ffalde whond id = 450222.* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdcrnfields f ON fd.crm field id = f.ioactivities a ON fd.activity_id = a.idactivity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity-messages:* fron text. relayswhere created at > *2926-05-91*-* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desciteam.1d = 1 and id TN (18688, 13934. 7168)=*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos,.*Toon tasne whendae*foon Antéusty seanches whene usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2private function parseContactMobile(?string ScountryCode, array ScrmData): ?stringlet ma Fret look at tha po di4l to undaretand tha chaooaecommand co..g0 cd /Users/lukas/aminny/app od git dift origin/master...HEAD -nane-on LyRunXe SkioAsk anything (XOL)c HodeAdhotvTAGTEnACCAn7T• OXtModtur Tatme Toxcsehireht4 spad...
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85687
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1
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2026-05-28T12:56:24.223841+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779972984223_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
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lProinet v•) Service.php x php heipers.phg© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResoiver.prpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResoiver.phpC) DeraultProsoec SearchStrateEmailHelper.phpFindsProspectinterface.php© LayoutManager.php8 MatchDomainByEmailinterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(© ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces crn salestorce› use .888832258Ca Maiii>D Actions>D Office> E Repositories.>M Resoivers>E Traite>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,SunctontmerelignterthchSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSummaryToCrminterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.Matchinintr des ntertaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationInterfaceVonCutaclsysotcintonfanduse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse kecororanzoulaczonstrazcuse ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600,*Note Pontent Himit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:o nu comoy 1o:00i24©ActivityControlier.phpA SF fiminny@localhost)© Client.phpa| 5A console [STAGING)D0.000as aua a an - aTy: AutowINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;* fron teans where id = 1;console (PROD) x C Service.phpds consoe leu,045 A1 A41 У 66 AOremewne Photines. Stil there is something missing private functionmiDatAlphone"ikiSparsedNumber = parsePhoneNumber(Scountry Code, Str=fmit (ScrmbatalrPhone"), 25, "))private function parseContactMobile(?string ScountryCode, array ScrmData): stringLet me first look at the PR diff to understand the changes• cd /Users/lukas/minny/app od git dift origin/master...HEAD -nane-on Lyapp/services/cmm/salestorce/service.phptceTest.on714715-718719720BEERRBREBERRERTYNCAT(u.id, CASE WHEN u.id = t.ouner_id THEN • (ouner)* ELSE ** END) AS user_idouner_id FROM social_accounts saeans t 1.nc->1ontd n.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896050248') = uuid; # 79933459 YES* FROM activities WHERE uuid_ to_bin ("[CREDIT_CARD]-927f-4f4da288185e') = uuid; # 80186192 NO*EROM eon confauratzons WHERE 3d = 1953%* FROM teans WHERE 1d = 1117;* Eoon licene whene 3d= 30240-* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:*foon enn ffalde whond id = 450222.* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdcrnfields f ON fd.crm field id = f.ioactivities a ON fd.activity_id = a.idactivity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity-messages:* fron text. relayswhere created at > *2826-05-91*•* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desciteam.1d = 1 and id TN (18688, 13934. 7168)=*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos*.*Toon tasne whendae*foon Antáusty seanches whane usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Ask anything (XOL)c HodeAdhotvTecte nactan71e2• oXtModtur Tatme Toxcsehireh*4 space...
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85688
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2937
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2
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2026-05-28T12:56:30.374038+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779972990374_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
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
|
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Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":4,"bounds":{"left":0.13863032,"top":0.12210695,"width":0.38597074,"height":0.87789303},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
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iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKER881DEV (docker)₴82-zshN3screenpipe"O ₴4-zshapp/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php348+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976++++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D< →0 lahlX5ec2-user@ip-10-30-129-...100% <78• Thu 28 May 15:56:521₴1ec2-user@ip-10-30-140-...₴7...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
|
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Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":4,"bounds":{"left":0.13863032,"top":0.12210695,"width":0.38597074,"height":0.87789303},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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idle
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accessibility
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
Run 'TextRelayServiceTest'
Debug 'TextRelayServiceTest'
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246
iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKERO ₴1DEV (docker)₴82-zshN3screenpipe"O &4-zshapp/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php348+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976++++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D< →0 lahl85ec2-user@ip-10-30-129-...100% <78• Thu 28 May 15:57:23181ec2-user@ip-10-30-140-...₴7...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
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Run 'TextRelayServiceTest'
Debug 'TextRelayServiceTest'
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
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Highlighted Error","depth":4,"bounds":{"left":0.40026596,"top":0.123703115,"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":0.40757978,"top":0.123703115,"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\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":4,"bounds":{"left":0.13863032,"top":0.12210695,"width":0.38597074,"height":0.87789303},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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idle
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accessibility
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779973055745_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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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
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[{"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":"#12121 on JY-20963-fix-import-on-deleted-entity, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.11569149,"height":0.025538707},"on_screen":true,"help_text":"Pull request #12121 exists for current branch JY-20963-fix-import-on-deleted-entity","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":0.8374335,"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":"TextRelayServiceTest","depth":6,"bounds":{"left":0.85272604,"top":0.019952115,"width":0.062832445,"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 'TextRelayServiceTest'","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 'TextRelayServiceTest'","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}]...
|
6879326690315022146
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-8631728821509045824
|
click
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hybrid
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NULL
|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
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Run 'TextRelayServiceTest'
Debug 'TextRelayServiceTest'
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rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidet•) Service.php x php heipers.phg© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResoiver.prpC) CrmActivityProviderintegrateC CrmActivitvService.ohocermeont ourationsettinos.ver© CrmObiectsResoiver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php8 MatchDomainByEmailinterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(© ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B8832258Ca Maiii>D Actions>D Office> E Repositories.>M Resoivers>E Traite>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,SunctontmerelignterthchSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSummaryToCrminterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.Matchinintr des ntertaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationInterfaceVonCutaclsysotcintonfanduse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse kecororanzoulaczonstrazcuse ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600.*Note Pontent Himit fon the New Notes*avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:TO0У L7Thu 28 May 15:57:36©ActivityControlier.phpA SF fiminny@localhost)console (PROD) x C Service.phpds consoe leu,© Client.phpa| 5A console [STAGING)D0000as aua a an - aTy: Autow714715-718719720BEERRBREBERRERTYINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;045 A1 A41 У 66 A* fron teans where id = 1;NCAT(u.id, CASE WHEN u.id = t.ouner_id THEN • (ouner)* ELSE ** END) AS user_idouner_id FROM social_accounts saeans t 1.nc->1ontd n.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896050248') = uuid; # 79933459 YES* FROM activities WHERE UUid_ to_bin ("[CREDIT_CARD]-9274-4f4da288185c') = uuid; # 80186192 NO*EROM eon confauratzons WHERE 3d = 1953%* FROM teans WHERE 1d = 1117;* Eoon ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:*foon enn ffalde whond id = 450222.* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdcrnfields f ON fd.crm field id = f.ioactivities a ON fd.activity_id = a.idactivity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity-messages:* fron text. relayswhere created at > *2926-05-91*-* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desciteam.1d = 1 and id TN (18688, 13934. 7168)=*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos,.*Toon tasne whendae*foon Antéusty seanches whene usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2oles orce PhontAs. Stthere is somethina miss no orivate functionPhonel, 25,"))DAAtehOne"IKprivate function parseContactMobile(?string ScountryCode, array ScrmData): ?stringLet me first look at the PR diff to understand the changes• cd /Users/lukas/jiminny/app && git diff origin/naster...HEAD --nanc-on Ly)tests/lnt/Scryscos/crm/Sallestorce/Scryicetest.ohCommand col.oo sep/Servi/es/er/Satesyore/Servite-php origin/saster.. HEAD -Run Skip=AGe naetAn7EKAsk anything (XoL)c HodeAdhotv• OXtModtur Tatme Toxcsehireht4 spad...
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779973055844_m1.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_1
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
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[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"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":"#12121 on JY-20963-fix-import-on-deleted-entity, menu","depth":5,"on_screen":true,"help_text":"Pull request #12121 exists for current branch JY-20963-fix-import-on-deleted-entity","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,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"TextRelayServiceTest","depth":6,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Run 'TextRelayServiceTest'","depth":6,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Debug 'TextRelayServiceTest'","depth":6,"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,"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,"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,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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6879326690315022146
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click
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hybrid
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
Run 'TextRelayServiceTest'
Debug 'TextRelayServiceTest'
More Actions
JetBrains AI
Search Everywhere
iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKERO ₴1DEV (docker)₴82-zshN3screenpipe"O ₴4-zshapp/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php348+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976++++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D< →0 lahlX5ec2-user@ip-10-30-129-...100% <78• Thu 28 May 15:57:351₴1ec2-user@ip-10-30-140-...₴7...
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85691
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2937
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6
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2026-05-28T12:57:38.699030+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779973058699_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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Project: faVsco.js, menu
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[{"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}]...
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8043719072324535154
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-8628527368849355612
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visual_change
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hybrid
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NULL
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Project: faVsco.js, menu
rapstomViewNeweNNCCoocWin Project: faVsco.js, menu
rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidet•) Service.php x php heipers.phg© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResoiver.prpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResoiver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php8 MatchDomainByEmailinterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(© ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces crn salestorce› use .888832258Ca Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,SunctontmerelignterthchSunctnntror aredond Moeg ncertacImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSummaryToCrminterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.Matchinintr des ntertaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationInterfaceVonCutaclsysotcintonfanduse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse kecororanzoulaczonstrazcuse ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600,*Note Pontent Himit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:TO0У L7Thu 28 May 15:57:38+0 .©ActivityControlier.php© Client.phpa| 5A SF fiminny@localhost)A console [STAGING)D0.000Ty: AutowINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;* fron teans where id = 1;console (PROD) x C Service.phpds consoe leu,045 A1 A41 У 66 A714715-718719720BEERRBREBERRERTYNCAT(u.id, CASE WHEN u.id = t.ouner_id THEN • (ouner)* ELSE ** END) AS user_idouner_id FROM social_accounts saeans t 1.nc->1ontd n.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896050248') = uuid; # 79933459 YES* FROM activities WHERE uuid_ to_bin ("[CREDIT_CARD]-927f-4f4da288185e') = uuid; # 80186192 NO*EROM eon confauratzons WHERE 3d = 1953%* FROM teans WHERE 1d = 1117;* Eoon licene whene 3d= 30240-* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:*foon enn ffalde whond id = 450222.* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdcrnfields f ON fd.crm field id = f.ioactivities a ON fd.activity_id = a.idactivity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity-messages:* fron text. relayswhere created at > *2826-05-91*•* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desciteam.1d = 1 and id TN (18688, 13934. 7168)=*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos*.*Toon tasne whendae*foon Antáusty seanches whane usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2lesoreePnontCunthhesomething mosme orivete tunctoAAllPHOnA"IKSoaredmpryl SparsortsPmbei/euil so u Str-Code, SaroNmoe e(), 10, °) 5,*):private function parseContactMobile(?string ScountryCode, array ScrmData): stringLet me first look at the PR diff to understand the changescommand co..g• cd /Users/lukas/minny/app od git dift origin/master...HEAD -nane-on Lywts/lntt/Services/Cra/S-lesforee/SerwiceTest.ohse/Servi/es/er/Satesyore/Servite-php origin/saster.. HEAD -s/spe/Serv cs/e/sesutessorce/sareste.aanica/ ra/a a orce/ervice pe asrie teo erentssthis-shandle0biectDeletion(Slead, ScraData):=TeGte nactan7lekAsk anything (XOL)c HodeAdhotv• OXtModtur Tatme Toxcsehireht4 spad...
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NULL
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85696
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2937
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2026-05-28T12:57:44.889049+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779973064889_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
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest...
|
[{"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":"#12121 on JY-20963-fix-import-on-deleted-entity, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.11569149,"height":0.025538707},"on_screen":true,"help_text":"Pull request #12121 exists for current branch JY-20963-fix-import-on-deleted-entity","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":0.8374335,"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":"TextRelayServiceTest","depth":6,"bounds":{"left":0.85272604,"top":0.019952115,"width":0.062832445,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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-5714658179048184897
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-8634297297851446848
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visual_change
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hybrid
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lProinet v•) Service.php x php heipers.phg© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ptd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResoiver.prpC) CrmActivityProviderintegrateC CrmActivitvService.ohocermeont ourationsettinos.ver© CrmObiectsResoiver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php8 MatchDomainByEmailinterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(© ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B8832258Ca Maiii>D Actions>D Office> E Repositories.>M Resoivers>E Traite>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,SunctontmerelignterthchSunctnntror aredond Moeg ncertacImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSummaryToCrminterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.Matchinintr des ntertaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationInterfaceVonCutaclsysotcintonfanduse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse kecororanzoulaczonstrazcuse ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600,*Note Pontent Himit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:©ActivityControlier.phpA SF fiminny@localhost)console (PROD) x C Service.php# console fiaum© Client.phpa| 5A console [STAGING)D0.000as aua a an - aTy: Autow714715-718719720BEERRBREBERRERTYINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;045 A1 A41 У 66 A* fron teans where id = 1;NCAT(u.id, CASE WHEN u.id = t.ouner_id THEN • (ouner)* ELSE ** END) AS user_idouner_id FROM social_accounts saeans t 1.nc->1ontd n.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896050248') = uuid; # 79933459 YES* FROM activities WHERE Uuid_to_bin('[CREDIT_CARD]-927f-4f4da2a8185c') = uuid; # 80186192 NO*EROM eon confauratzons WHERE 3d = 1953%* FROM teans WHERE 1d = 1117;* Eoon ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:*foon enn ffalde whond id = 450222.* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdcrnfields f ON fd.crm field id = f.ioactivities a ON fd.activity_id = a.idactivity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity-messages:* fron text. relayswhere created at > *2826-05-91*•* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desciteam.1d = 1 and id TN (18688, 13934. 7168)=*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos,.*Toon tasne whendae*foon Antáusty seanches whane usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2TO0У L7Thu 28 May 15:57:44oles orce Phont+0 .es. Sti there is something missing private functionMDAANChOnA'Ine1,25, ")):private function parseContactMobile(?string ScountryCode, array ScrmData): ?stringLet me first look at the PR diff to understand the changes• cd /Users/lukas/jiminny/app &d git diff origin/master...HEAD --nanc-onLy)tests/lnt/Scrysces/crm/Sallestorce/Seryicetest.ohce /Services/cr/Satesyore/Servite php origin/saster...HEAD -cepService-phgsthis-shandle0biectDeletion(Slead, ScrmData):command co..gte 1s/uns//5krv/ces/crv/Splestorte/Servcrtest-Paster..HEAD -=AGe naetAn7EKAsk anything (XoL)Adhotv• OXtModtur Tatme Toxcsehireht4 spad...
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NULL
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85697
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2936
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4
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2026-05-28T12:57:45.962129+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779973065962_m1.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_1
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NULL
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
Run 'TextRelayServiceTest'...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"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":"#12121 on JY-20963-fix-import-on-deleted-entity, menu","depth":5,"on_screen":true,"help_text":"Pull request #12121 exists for current branch JY-20963-fix-import-on-deleted-entity","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,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"TextRelayServiceTest","depth":6,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Run 'TextRelayServiceTest'","depth":6,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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4899909956188268022
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-8629512240427235104
|
click
|
hybrid
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NULL
|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
Run 'TextRelayServiceTest'
iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKERO ₴1DEV (docker)₴82-zshN3screenpipe"O ₴4-zshapp/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php348+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976++++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec -itdocker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D< →0 lahl85ec2-user@ip-10-30-129-...100% <78• Thu 28 May 15:57:451₴1ec2-user@ip-10-30-140-...₴7...
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NULL
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NULL
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NULL
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NULL
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85698
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2937
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8
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2026-05-28T12:57:48.043104+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779973068043_m2.jpg...
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PhpStorm
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faVsco.js – Service.php
|
1
|
NULL
|
monitor_2
|
NULL
|
NULL
|
NULL
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NULL
|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
Run 'TextRelayServiceTest'
Debug 'TextRelayServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes...
|
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-7050964252790406720
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visual_change
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hybrid
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
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Debug 'TextRelayServiceTest'
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rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidet•) Service.php x php heipers.phg© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResoiver.prpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResoiver.phpC) DeraultProsoec SearchStrateEmailHelper.phpFindsProspectinterface.php© LayoutManager.php© MatchDomainByEmailnterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(© ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B8832258Ca Maiii>D Actions>D Office> E Repositories.>M Resoivers>E Traite>M Validators.© BatchCriteria.ohe©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,Sunc tontheeuis interthceSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSummaryToCrminterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.Matchinintr des ntertaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationInterfaceVonCutaclsysotcintonfanduse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse kecororanzoulaczonstrazcuse ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600.*Note Pontent Hmit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:©ActivityControlier.php© Client.phpa| 5A SF fiminny@localhost)console (PROD) x C Service.php# console fiaumA console [STAGING)D0000Ty: Autow714715-718719720BEERRBREBERRERTYINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;045 A1 A41 У 66 A* fron teans where id = 1;NCAT(u.id, CASE WHEN u.id = t.ouner_id THEN • (ouner)* ELSE ** END) AS user_idouner_id FROM social_accounts saeans t 1.nc->1ontd n.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896050248') = uuid; # 79933459 YES* FROM activities WHERE Uuid_to_bin('[CREDIT_CARD]-927f-444da2a8185c') = uuid; # 80186192 NO*EROM eon confauratzons WHERE 3d = 1953%* FROM teans WHERE 1d = 1117;* Eoon ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:*Eoon enn flalde whons id = 45022.* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdcrnfields f ON fd.crm field id = f.ioactivities a ON fd.activity_id = a.idactivity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity-messages:* fron text. relayswhere created at > *2926-05-91*-* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desciteam.1d = 1 and id TN (18688, 13934. 7168)=*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos*.*Toon tasne whendae*foon Antéusty seanches whene usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2=AGe naetAn7EKTO0У L7Thu 28 May 15:57:47lestorce Pnonth+0 .Tocbzancone noosle tiveic toneueDAAtPrOne"IKiSoaredmpryl SparsortsPmbei/euil so u Str-Code, SaroNmoe e(), 10, °) 5,*):private function parseContactMobile(?string ScountryCode, array ScrmData): 2stringLet me first look at the PR diff to understand the changescommand co..g• cd /Users/lukas/minny/app od git dift origin/master...HEAD -nane-on Lyspp/nicco/conerotters/ara acaivatyconcrotter-pnccts/lntt/Scrysces/crm/Saleetorce/Scrvicetcet.ohCommand col.ose/Servi/es/er/Satesyore/Servite-php origin/saster.. HEAD -aanica/ ra/a a orce/ervice pe asrie teo erentssthis-shandle0biectDeletion(Slead, ScraData):te 1s/uns//5krv/ces/crv/Splestorte/Servcrtest-Paster..HEAD -atruncete a ape taeontectefelation mmethod sherera nell Resu tie tune1t0;ScontactsRelatsion-seethod ("updateOrGreate*)-swill|Return(Scontact)scontip = ethodscontaetsc)-x1t1gururn(scortacs/Relation):Ask anything (XOL)c HodeAdhotv• OXtModtur Tatme Toxcsehireht4 spad...
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779973074158_m2.jpg...
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faVsco.js – Service.php
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
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Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":4,"bounds":{"left":0.13863032,"top":0.12210695,"width":0.38597074,"height":0.87789303},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\n }\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'] ?? '', 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): ?Account\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);\n\n return null;\n }\n\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account->trashed() ? null : $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n if (! empty($crmData['IsDeleted'])) {\n $this->handleEntityDeletionByProviderId($this->config->contacts(), $crmData);\n\n return null;\n }\n\n $account = $this->resolveContactAccount($crmData);\n $countryCode = $this->resolveContactCountryCode($crmData, $account);\n [$parsedNumber, $ext] = $this->parseContactPhone($countryCode, $crmData);\n $mobileNumber = $this->parseContactMobile($countryCode, $crmData);\n $createdDate = empty($crmData['CreatedDate'])\n ? null\n : Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact->trashed() ? null : $contact;\n }\n\n private function resolveContactAccount(array $crmData): ?Account\n {\n if (! isset($crmData['AccountId'])) {\n return null;\n }\n\n return $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first() ?? $this->syncAccount($crmData['AccountId']);\n }\n\n private function resolveContactCountryCode(array $crmData, ?Account $account): ?string\n {\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry'])\n ?? ($account?->country_code);\n }\n\n return $countryCode;\n }\n\n private function parseContactPhone(?string $countryCode, array $crmData): array\n {\n if (empty($crmData['Phone'])) {\n return [[], null];\n }\n\n $parsedNumber = parsePhoneNumber($countryCode, Str::limit($crmData['Phone'], 25, ''));\n $ext = empty($parsedNumber['ext']) ? null : Str::limit($parsedNumber['ext'], 10, '');\n\n return [$parsedNumber, $ext];\n }\n\n private function parseContactMobile(?string $countryCode, array $crmData): ?string\n {\n if (empty($crmData['MobilePhone'])) {\n return null;\n }\n\n return Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (\\Exception $e) {\n \\Sentry::captureException($e);\n }\n }\n\n public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /** Determine the CRM Objects which represent the call activity. */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact?->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! ($this->config->store_transcript)) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . new DecorateActivity()->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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-2717453437712659029
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-7851921920897119291
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visual_change
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accessibility
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (i...
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faVsco.js – Service.php
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections...
|
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|
8569994499127135030
|
-3986301007428073024
|
click
|
hybrid
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NULL
|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lProinet v•) Service.php x php heipers.phg© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResoiver.prpC) CrmActivityProviderintegrateC CrmActivitvService.ohocermeont ourationsettinos.ver© CrmObiectsResoiver.phpC) DeraultProsoec SearchStrateEmailHelper.phpFindsProspectinterface.php© LayoutManager.php© MatchDomainByEmailnterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(c ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalUsciko cooscrytrionyTeom.oney kemetonsnanespace Jaminny servaces urn salestorce› use .888832258Ca Maiii>D Actions>D Office> E Repositories.>M Resoivers>E Traite>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,SunctontmerelignterthchSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSummaryToCrminterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.Matchinintr des ntertaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationInterfaceVonCutaclsysotcintonfanduse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse kecororanzoulaczonstrazcuse ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600.*Note Pontent Hmit fon the New Notes*avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:TO0У L7Thu 28 May 15:58:04+0.©ActivityControlier.phpA SF fiminny@localhost)console (PROD) x C Service.php# console fiaum© Client.phpa| 5A console [STAGING)D0.000as aua a an - aTy: Autow714715-718719720BEERRBREBERRERTYINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;045 A1 A41 У 66 4* fron teans where id = 1;NCAT(u.id, CASE WHEN u.id = t.ouner_id THEN • (ouner)* ELSE ** END) AS user_idouner_id FROM social_accounts saeans t 1.nc->1ontd n.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896050248') = uuid; # 79933459 YES* FROM activities WHERE Uuid_to_bin('[CREDIT_CARD]-927f-444da2a8185c') = uuid; # 80186192 NO*EROM eon confaurazons MHEPF 3d = 1953%* FROM teans WHERE 1d = 1117;* Eoon ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:*Eoon enn flalde whons id = 45022.* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdcrnfields f ON fd.crm field id = f.ioactivities a ON fd.activity_id = a.idactivity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity-messages:* fron text. relayswhere created at > *2926-05-91*-* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desciteam.1d = 1 and id TN (18688, 13934. 7168)=*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos*.*Toon tasne whendae*foon Antéusty seanches whene usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Cascaooles orce Phontreturn (C, null);:(l'ext)) 7 nui : Strelimit(SparsedNumber ('exr), 10, *)niedoprivate function parseContactMoblie(?sting &countryCod, artay Scrmosta); aneit (empty(ScrmData(*MobilePhone"]))emeesobok ache Phoro unoeansine chandes• cd /Users/lukas/Siminny/app 6& git diff origin/master...HEAD —-name-ont'app/ser/cestcom/SriesPorectServyCe.eroller-phptwtehindt/Carufcas/Cra/Salestorce/Servicetest.ohmand cd, oihco/servs/ts/as//5atesy/rce/Servite.pp origtn/saster...HEAD -Sthis=>handle0bjectDeletion(Slead, Scrmbata):test5/uns/5erv/ces/crv/s8lestorte/Servicetest/paster... HEAD -etruncated 124 lines:Now let ma sea the axistine tast tle to undarstaod ite stnichuremand cd, git, heaorgunerssturisests/unyt/Servaces/rm/Salestorce/ServiceTest.php || head -100=TeGte nactan7lekAsk anything (XOL)AdhotvRun se+ (Skip• OXtModtur Tatme Toxcsehireht4 spad...
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faVsco.js – Service.php
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections...
|
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8569994499127135030
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-3986301007428073024
|
click
|
hybrid
|
NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKERO ₴1DEV (docker)₴82-zshN3screenpipe"O ₴4-zshapp/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php348+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976++++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D< →0 lahlX5ec2-user@ip-10-30-129-...100% <78• Thu 28 May 15:58:041₴1ec2-user@ip-10-30-140-...₴7...
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85697
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2937
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2026-05-28T12:58:07.810230+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779973087810_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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rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 o rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidet•) Service.php x php heipers.phg© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ptd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResoiver.prpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResoiver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php8 MatchDomainByEmailinterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(© ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B8832258Ca Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,Sunc tontheeuis interthceSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSummaryToCrminterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.Matchinintr des ntertaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationInterfaceVonCutaclsysotcintonfanduse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600,*Note Pontent Hmit fon the New Notes*avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:inu co woy to.oo.+0.©ActivityControlier.phpA SF fiminny@localhost)© Client.phpa| 5A console [STAGING)D0.000as aua a an - aTy: AutowINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;* fron teans where id = 1;console (PROD) x C Service.php# console fiaum045 A1 A41 У 66 4714715-718719720BEERRBREBERRERTYNCAT(u.id, CASE WHEN u.id = t.ouner_id THEN • (ouner)' ELSE ** END) AS user_idouner_id FROM social_accounts saeans t 1.nc->1ontd n.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896050248') = uuid; # 79933459 YES* FROM activities WHERE Uuid_to_bin('[CREDIT_CARD]-927f-4f4da2a8185c') = uuid; # 80186192 NO*EROM eon confaurazons MHEPF 3d = 1953%* FROM teans WHERE 1d = 1117;* Eoon licene whene 3d= 30240-* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:*foon enn ffalde whond id = 450222.* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdcrnfields f ON fd.crm field id = f.ioactivities a ON fd.activity_id = a.idactivity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity-messages:* fron text. relayswhere created at > *2926-05-91*-* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desciteam.1d = 1 and id TN (18688, 13934. 7168)=*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos*.*Toon tasne whendae*foon Antáusty seanches whane usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Cascadioles orce PhontamntulCcrmonthtWonilaghonsLet me tirst look at the PR dit to understand the changcs• cd /Users/lukas/jiminny/app 66 git diff origin/master...HEAD -nane-onlyspp/tery/ces/com/SrlesPorcetServyce.proller. phptacte/linst/Corusrac/er/C.lnctarra/amrataet.phCommand cd, giaspp/servs/10xr//alesyorce/ Servitetpfp origin/easter.. HEAD -arapp/selvaces/crosatestorcerservice.prsthis-shandledo ectdelet ion Stcac, Screbara)nCommand col.ote ts/uns/5erv/ces/crv/splestoree/Servicrtest-paster.. HEAD -ctnuncated 124iness@contactsPelatton-seethod(tuedate0rGreate*_wvd11Petum (&contact)scontip- = ethod +contaetse)xlt1gururn(scorlacs.ieTation):Now iet me see the existino tost ile to underetnnd ite atnachurcCAmmand dAids hanor /gun/ester:s/.ts/uny/Se 4.es/ crm/Solesforce/ServiceTest. php 1 head -108erohnanespace Tests\Unit\Services\Crm\Salesforce:Database \eloquent (Relations (HasHany=AGe naetAn7EKAsk anything (XOL)" HodhAdhotv• OXtModtur Tatme Toxcsehireht4 spag...
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4395158066031919589
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visual_change
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ocr
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rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 o rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidet•) Service.php x php heipers.phg© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ptd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResoiver.prpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResoiver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php8 MatchDomainByEmailinterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(© ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B8832258Ca Maiii>D Actions>D Office> E Repositories.>M Resoivers>O Trait:>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,Sunc tontheeuis interthceSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSummaryToCrminterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.Matchinintr des ntertaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationInterfaceVonCutaclsysotcintonfanduse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600,*Note Pontent Hmit fon the New Notes*avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:inu co woy to.oo.+0.©ActivityControlier.phpA SF fiminny@localhost)© Client.phpa| 5A console [STAGING)D0.000as aua a an - aTy: AutowINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;* fron teans where id = 1;console (PROD) x C Service.php# console fiaum045 A1 A41 У 66 4714715-718719720BEERRBREBERRERTYNCAT(u.id, CASE WHEN u.id = t.ouner_id THEN • (ouner)' ELSE ** END) AS user_idouner_id FROM social_accounts saeans t 1.nc->1ontd n.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896050248') = uuid; # 79933459 YES* FROM activities WHERE Uuid_to_bin('[CREDIT_CARD]-927f-4f4da2a8185c') = uuid; # 80186192 NO*EROM eon confaurazons MHEPF 3d = 1953%* FROM teans WHERE 1d = 1117;* Eoon licene whene 3d= 30240-* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:*foon enn ffalde whond id = 450222.* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdcrnfields f ON fd.crm field id = f.ioactivities a ON fd.activity_id = a.idactivity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity-messages:* fron text. relayswhere created at > *2926-05-91*-* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desciteam.1d = 1 and id TN (18688, 13934. 7168)=*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos*.*Toon tasne whendae*foon Antáusty seanches whane usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Cascadioles orce PhontamntulCcrmonthtWonilaghonsLet me tirst look at the PR dit to understand the changcs• cd /Users/lukas/jiminny/app 66 git diff origin/master...HEAD -nane-onlyspp/tery/ces/com/SrlesPorcetServyce.proller. phptacte/linst/Corusrac/er/C.lnctarra/amrataet.phCommand cd, giaspp/servs/10xr//alesyorce/ Servitetpfp origin/easter.. HEAD -arapp/selvaces/crosatestorcerservice.prsthis-shandledo ectdelet ion Stcac, Screbara)nCommand col.ote ts/uns/5erv/ces/crv/splestoree/Servicrtest-paster.. HEAD -ctnuncated 124iness@contactsPelatton-seethod(tuedate0rGreate*_wvd11Petum (&contact)scontip- = ethod +contaetse)xlt1gururn(scorlacs.ieTation):Now iet me see the existino tost ile to underetnnd ite atnachurcCAmmand dAids hanor /gun/ester:s/.ts/uny/Se 4.es/ crm/Solesforce/ServiceTest. php 1 head -108erohnanespace Tests\Unit\Services\Crm\Salesforce:Database \eloquent (Relations (HasHany=AGe naetAn7EKAsk anything (XOL)" HodhAdhotv• OXtModtur Tatme Toxcsehireht4 spag...
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2026-05-28T12:58:38.910638+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779973118910_m1.jpg...
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PhpStorm
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faVsco.js – Service.php
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1
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monitor_1
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Project: faVsco.js, menu
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[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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8043719072324535154
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-8628527368849355612
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idle
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hybrid
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NULL
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Project: faVsco.js, menu
iTerm2• • 0ShellEditVie Project: faVsco.js, menu
iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKER₴81DEV (docker)₴82-zshN3screenpipe"O ₴4-zshapp/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php348+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976++++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D‹>0 (|X5ec2-user@ip-10-30-129-...100% <78• Thu 28 May 15:58:381₴1ec2-user@ip-10-30-140-...₴7...
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779973120895_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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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
Run 'TextRelayServiceTest'
Debug 'TextRelayServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.025930852,"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":"#12121 on JY-20963-fix-import-on-deleted-entity, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.11569149,"height":0.025538707},"on_screen":true,"help_text":"Pull request #12121 exists for current branch JY-20963-fix-import-on-deleted-entity","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":0.8374335,"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":"TextRelayServiceTest","depth":6,"bounds":{"left":0.85272604,"top":0.019952115,"width":0.062832445,"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 'TextRelayServiceTest'","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 'TextRelayServiceTest'","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}]...
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-5599254006743683834
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-7050965352302034496
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idle
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hybrid
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
TextRelayServiceTest
Run 'TextRelayServiceTest'
Debug 'TextRelayServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lProinet v© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResolver.pnpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResoiver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php8 MatchDomainByEmailinterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote@ OnnorturitvSvoeStrtaosBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(© ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalCa Maiii>D Actions>D Office> E Repositories.>M Resoivers>E Traite>M Validators.©) BatchCriteria.ohd©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn•) Service.php x php heipers.phgUsciko cooscrytrionyTeom.oney kemetonsnanespace Jaminny servaces urn salestorce› use .88883225g169111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,SunctontmerelignterthchSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.MatchCrmEntitiesInterfaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationinterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600,*Note Pontent Hmit fon the New Notes*avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:TO0У L7Thu 28 May 15:58:40+0.©ActivityControlier.phpA SF fiminny@localhost)© Client.phpa| 5A console [STAGING)D0.000as aua a an - aTy: AutowINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;* fron teans where id = 1;console (PROD) x C Service.php# console fiaum045 A1 A41 У 66 A714715-718719720BEERRBREBERRERTYNCAT(u.id, CASE WHEN u.id = t.ouner_id THEN • (ouner)' ELSE ** END) AS user_idouner_id FROM social_accounts saeans t 1.nc->1ontd n.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896850248') = uuid; # 79933459 YES* FROM activities WHERE Uuid_to_bin('[CREDIT_CARD]-927f-4f4da2a8185c') = uuid; # 80186192 NO*EROM eon confaurazons MHEPF 3d = 1953%* FROM teans WHERE 1d = 1117;* Eoon ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:*foon enn ffalde whond id = 450222.* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdcrnfields f ON fd.crm field id = f.ioactivities a ON fd.activity_id = a.idactivity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity-messages:* fron text. relayswhere created at > *2926-05-91*-* fron actsivities where user_id TN (7168, 18688) and created at > *2826-85-22' order by sid descteam.1d = 1 and id TN (18688, 13934. 7168)=*fron activities where usen 1a = 7169 onder bu ja desc 13nit 18.*fnon accounts where tean 3a = 1and nane = "Colunos*.*Toon tasne whendae*foon Antáusty seanches whane usen $a = 71852.*Eoon sctkusty coanch Silitane nhans actfusty canoch SA TM CARRR) RRO92 )Cascaollesorcesarice80 -1084,6 +1084,10 €a class Service extends BaseService inplement:this-shandleoblectbeletion Stcad, screbata:command colote tusuns/skas/dis/ry/sopestoe/e/Serviertest-phgaster...HEAD -enuncated24inessScontactsRelat ion-seethod ("update0rGreate"wudlllRetumn (Scontact)scontig = sthod+ contaetsc)x1t1gururn(scorlace)Re lotion):Nowler me see the existino tast ile to understand ite sunietureand cd, git, hea,•orsgusersteratests/uny/sseS& gitServices/om/Salestorce/Seryicerest,ohohesd -10cronpdec hrettrewoseinanespace Tests\Unit\Services\Crm\Salesforce:I1 luminate\0atabase\Eloquent\Relations \HasManywemeshenros.o.nores.nle.csocc.vnend ocemetroonothnew.trolinhaphNow l have a fuli picture of the test file. The PR already adds tests for the empty/null cases of parseContactPhoneparsecontactMooite, but is missing the positive/hapoy-path tests = when there's an actual phonc numbethat gets parsed, and when there's an extension. Let me also check the TestPrivatcMethod trait and the parsePhoNow let me resd the complete "parsePhoneNumber" function and understand its usage context by examining some keyRasdlxersAukasfielooshcolnoo/Sar/cas/Crm/Wibtoot/kaodo.twtw/GwncCrmfothtrattoho.0.0%Ask anything (XOL)" HodhAdhotvTAGte naetAn7er• OXtModtur Tatme Toxcsehireht4 spag...
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PhpStorm
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faVsco.js – Service.php
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Project: faVsco.js, menu
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[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
iTerm2• • 0ShellEditVie Project: faVsco.js, menu
iTerm2• • 0ShellEditViewSessionScripts|ProfilesWindowHelp-zshDOCKERO ₴1DEV (docker)₴82-zshN3screenpipe"O ₴4-zshapp/Component/ES/Repositories/EsResetActivityRepository.phpapp/Component/KeyPoints/Services/KeyPointsIndexingService.php348+++app/Component/TranscriptionSummary/Services/GetTranscriptionSummaryService.phpapp/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpapp/Models/Activity/Moment.phpapp/Models/Activity/Note.php402116app/Models/CommentAbstract.php++++app/Models/Crm/FieldData.phpapp/Models/ElasticSearch/ActivityElasticSearchTrait.php651+++++++=app/Models/Participant.phpapp/Traits/RequiresUUID.php5scripts/run_command_stagetests/Unit/Component/ActionItems/Services/ActionItemsIndexingServiceTest.phptests/Unit/Component/KeyPoints/Services/GetKeyPointsServiceTest.phptests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phptests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.php71346976++++++++++17 files changed, 472 insertions(+), 22 deletions(-)create mode 100644 app/Component/ActionItems/Services/ActionItemsIndexingService.phpcreate mode 100644 app/Component/KeyPoints/Services/KeyPointsIndexingService.phpcreate mode 100644 app/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingService.phpcreate mode 100644 tests/Unit/Component/ActionItems/Services/ActionItemsIndexingServicelest.phpcreate mode 100644 tests/Unit/Component/KeyPoints/Services/KeyPointsIndexingServiceTest.phpcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec-it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddockerexec-it docker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity)$D‹>0 (|85ec2-user@ip-10-30-129-...100% <78• Thu 28 May 15:59:101₴1ec2-user@ip-10-30-140-...₴7...
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faVsco.js – Service.php
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections...
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[{"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":"#12121 on JY-20963-fix-import-on-deleted-entity, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.11569149,"height":0.025538707},"on_screen":true,"help_text":"Pull request #12121 exists for current branch JY-20963-fix-import-on-deleted-entity","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":0.8374335,"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}]...
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8569994499127135030
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idle
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hybrid
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
rapstomViewNeweNNCCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lProinet v•) Service.php x php heipers.phg© Querylterator.phpу queуkesui onoservice one©) SyncBatchRedisService.ofd Traitsooaseeenone© BaseService.phpoCachecimsenroo© CountryCodeResolver.pnpC) CrmActivityProviderintegrateC CrmActivitvService.ohoccrmcont curationsettinos.ser© CrmObiectsResoiver.phpC) DeraultProsoec SearchStrateEmailHelper.php© FindsProspectinterface.php© LayoutManager.php© MatchDomainByEmailnterfac©OpportunityActivityMatcher.genoorur wsvoesttatkouote(@ OnnortunituSvnsStrataovBaeC [EMAIL](c ProspectSearchStrategyFact® ProspectSearchStrategyinter(© ProviderRegistry.phpd PocordColoator nhoResolveCompanyNameByEm:© TimePerioditerator.php@ impori@b internalUsciko cooscrytrionyTeom.oneo Nemeuoninanespace Jaminny servaces urn salestorce› use .8B8832258Ca Maiii>D Actions>D Office> E Repositories.>M Resoivers>E Traite>M Validators.© BatchCriteria.ohe©BatchCriterisInterface.oho©.BatchService.php8 BatchServiceinterace ono©[EMAIL] MnChsond Conhto nhn111119class service excends Baseservice Inplemencswles torceinertideSalesforceBatchSynCInterface,SunctontmerelignterthchSunctontrorer arecord woes ncerthcImportsBusinessProcesses.nterfaceRemoteEntityManipulationInterfaceFetchRelatedActivity.nterface,SendSumnaryToCrnInterfaceMatchDomainByEmailInterface,SearchTaskInterfaceLayoutManagementInterfaceSettingsInterface.Matchinintr des ntertaceSupports0b:lectTypeParseInterfaceRemoteNoteEntityManipulationInterfaceVerifyTaskExistsInterfaceuse ResolveCompanyNaneByEnailTraituse syncrelostraseuse Delete0biectsTraituse RecordManipulationsTrait:use ServiceTraits\BatchSyncTraituse FoLlowupac.v.cylraze* Note Body Liait for the Old Note-Toking Too*Avar snt1 usageonivate const int GLASSTC NOTE MAX LENGTH = 32600.*Note Pontent Himit fon the New Notes*Avan snt1 usagdprivate const int ENHANCED NOTE MAX LENGTH = 58000800:TO0У L7Thu 28 May 15:59:13+0.©ActivityControlier.phpA SF fiminny@localhost)© Client.phpa| 5A console [STAGING)D0.000as aua a an - aTy: AutowINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns_count DESC;* fron teans where id = 1;console (PROD) x C Service.php# console fiaum045 A1 A41 У 66 A714715-718719720BEERRBREBERRERTYNCAT(u.id, CASE WHEN u.id = t.ouner_id THEN • (ouner)* ELSE ** END) AS user_idouner_id FROM social_accounts saeans t 1.nc->1ontd n.teandU.tean_id = 1117 and sa.provider = "hubspot":* FROM activities WHERE uuid_to_bin(*8824fffb-2df7-4817-91f4-d9f896850248') = uuid; # 79933459 YES* FROM activities WHERE Uuid_to_bin('[CREDIT_CARD]-927f-4f4da2a8185c') = uuid; # 80186192 NO*EROM eon confaurazons MHEPF 3d = 1953%* FROM teans WHERE 1d = 1117;* Eoon licene whene 3d= 30240-* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categonies where playbook_id = 5473:*foon enn ffalde whond id = 450222.* fron cra_field values where cra_field_id = 659242:* FROM crn_field_data fdcrnfields f ON fd.crm field id = f.ioactivities a ON fd.activity_id = a.idactivity_id = 79933459f.crn_provider_id = 'hs activity_type'* FROM activity-messages:* fron text. relayswhere created at > *2926-05-91*-* fron actsivities where user_id TN (7168, 18688) and created at > *2826-85-22' order by sid descteam.1d = 1 and id TN (18688, 13934. 7168)=*fron activities where usen 1a = 7169 onder bu ja desc 13nit 18.*fnon accounts where tean 3a = 1and nane = "Colunos,.*Toon tasne whendae*foon Antáusty seanches whane usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty canoch fA TM CARRR2 RRO02TAGte naetAn7erCascaollesorcesariceSthis->handle0bjectDeletion(Stead, Scrabata):Command col.ote t5/uns/5erv/es/crv/splestorte/Servtcrtest.paster...HEAD -struncated 124 Lines>..scontiosnsthodt contactockcconf1gururitscorloctlfelation):Now iet me sec the existind teet iie to underetand ite cinychureCommand cd, git, heador gurrster te3ts/uny/5e m/ces/crm/Sales torce/ServiceTest.php | heod -100dec hrelstrict typsselnanespace Tests\Unit\Services\Crm|Salesforce:uco 1uatate 1evcabas oLE ogen E Re Lot tons Vaskany:Let me seo the rest of the tost ile, especinlly the helocr methodk and the now tocte sởdod lin the PòNow l have a fuli picture of the test file. The PR already adds tests for the empty/nulli cases of parseContactPhonethat ocis parsed, and when there's an extension. Let me also check the TestPrivatcMethod trait and the parsephonalternhans aikahdlodnetwstconteyt.oarsephonewumber.he.cer.tuncton.detiotcomnd.c.oneictcotinSxolozad balbere nbn and casrcbad 2 auariaeNow I have everything I need. The PR's existing tests only cover the empty/null early-return paths of parseContaaphooeand marsetontactMob/ile.llneed to.addarstionthc Phone within renl anone numonr ind wrtand withh chone numeer thathas an exens onparseContactMobile with a real mobile number, with truncation (>25 chars)184 tokengAsk anything (XoL)Adhotv• OXtModtur Tatme Toxcsehireht4 spad...
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faVsco.js – Service.php
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iTerm2ShellEditViewSessionScriptsProfilesWindowHel iTerm2ShellEditViewSessionScriptsProfilesWindowHelplah]-zshDOCKER881DEV (docker)₴82-zshscreenpipe"84-zshcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec -it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug forseamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddocker exec -itdocker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image + docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ csfixdocker exec -it docker_lamp_1•/vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.php -v --using-cache=no --diffPHP CS Fixer 3.95.1 Adalbertus by Fabien Potencier, Dariusz Ruminski and contributors.PHP runtime: 8.5.5Loaded config default from ".php-cs-fixer.dist.php".Running analysis on 7 cores with 10 files per process.5697/5697 C8I 100%85ec2-user@ip-10-30-129-...100% <478• Thu 28 May 16:28:19181ec2-user@ip-10-30-140-…₴7Fixed 0 of 5697 files in 67.976 seconds, 799.06 MBmemory usedDetected deprecations in use (they will stop working in next major release):- Rule set"@PHP74Migration" is deprecated. Use "@PHP7x4Migration" instead.- Rule set "@PHP80Migration" is deprecated. Use "@PHP8x®Migration" instead.- Rule set "@PHP81Migration" is deprecated. Use "@PHP8x1Migration" instead.- Rule set "@PHP82Migration" is deprecated. Use "@PHP8x2Migration" instead.- Ruleset "@PHP83Migration" is deprecated. Use "@PHP8x3Migration" instead.- Rule set "@PHP84Migration" is deprecated. Use "@PHP8x4Migration" instead.What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at https://docs.docker.com/go/debug-cli/lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $I...
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iTerm2ShellEditViewSessionScriptsProfilesWindowHel iTerm2ShellEditViewSessionScriptsProfilesWindowHelplah]-zshDOCKER881DEV (docker)₴82-zshscreenpipe"84-zshcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddocker exec -it docker_lamp_1 bash -c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"What's next:Try Docker Debug forseamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ ;xddocker exec -itdocker_lamp_1 bash-c "mv /usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv: cannot stat '/usr/local/etc/php/conf.d/xdebug.ini': No such file or directoryWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image + docker debug docker_lamp_1Learn more at [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $ csfixdocker exec -it docker_lamp_1•/vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.php -v --using-cache=no --diffPHP CS Fixer 3.95.1 Adalbertus by Fabien Potencier, Dariusz Ruminski and contributors.PHP runtime: 8.5.5Loaded config default from ".php-cs-fixer.dist.php".Running analysis on 7 cores with 10 files per process.5697/5697 C8I 100%85ec2-user@ip-10-30-129-...100% <478• Thu 28 May 16:28:19181ec2-user@ip-10-30-140-…₴7Fixed 0 of 5697 files in 67.976 seconds, 799.06 MBmemory usedDetected deprecations in use (they will stop working in next major release):- Rule set"@PHP74Migration" is deprecated. Use "@PHP7x4Migration" instead.- Rule set "@PHP80Migration" is deprecated. Use "@PHP8x®Migration" instead.- Rule set "@PHP81Migration" is deprecated. Use "@PHP8x1Migration" instead.- Rule set "@PHP82Migration" is deprecated. Use "@PHP8x2Migration" instead.- Ruleset "@PHP83Migration" is deprecated. Use "@PHP8x3Migration" instead.- Rule set "@PHP84Migration" is deprecated. Use "@PHP8x4Migration" instead.What's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn more at https://docs.docker.com/go/debug-cli/lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20963-fix-import-on-deleted-entity) $I...
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faVsco.js – Service.php
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rapstomViewNeweNNCCoocFV faVsco.|s ~#12121 on JY-2 rapstomViewNeweNNCCoocFV faVsco.|s ~#12121 on JY-20963-fx-l>E HubspolE InicaradonAde>E Listener:v saestorch› E FieldsOpoorunitvMatcheba OpportunitvSvncStrate› ProspectsearchStrategService t raits© elientrest.php© DecorateActivityTest.ppolated, aositn ties© FieldDetinitionsTest.phCCercwmset ame#i PavtoadRuilderTest.ohe"Quer Rt dertest nhnQuervHandierTast ood© QueryiteratorTest.php© QueryResultsTests.phpC Semcetescono© SyncBatchRedisServickRacASanicatast oboa CachadComSanicsPaooeChanges 4 filesE.env.local apc© JiminnyDebugCommand.php app/Console/Commandspe loagina.ono contiac) Playbickservice.ono apo serviceeUnversioned Files 9 file:inw.nikiochooE.enw.other aod@ GanAccoscA ReporteTest.oho teste/Unit/Policios© GreateMockAskJliminnvReoortRocu*tCommand.ohn.ano/Console/Commanavicon.ico ouroEids.tyt aodPraw sol quem coaod@[EMAIL]/Console/Commands/Crm/HubsootM. WERHOOK FILTFRING IMPL FMENTATION molanoWindowpeleteobiectstrait.phpo Tesmuonso Nemeuoni(© Client.phpfinal class ActivityController extends Controller implements CommentContextInterfaceoreakcase "contact':Sthis->logger->info('processing contact'):Scontact = Stean->cra-›contacts)-›where( column: 'crm_provider_id', SobjectId)->firze.// Contact does not exist locally, import it.if (! Scontact instanceof Contact)Sthis->Logger->info("contact does not exist locally'):Scontact = ScraService-›syncContact (SobiectId):if ( Scontact instanceof Contact)=714=729sthises occeresntol resol wing accounteSaccount = Sthis->resolveAccount (Stean, Scontact, ScrnService, Sprospects)719T+0 +→ Side-by-side viewer -@ ebbaab95 app/Services/PlaybackService.phpDo not ignore"71 • ?Stean & Stracko>oe Activitye ->oetUser Or>aetteam orEnumonsto and doloto l connonteforeach (Splaylist "mediaSegnents') as Ssegment) ?Ssegment ""uri' = client cdn(Ssegnent ("uri'), Stean):SplayList ("EXT-X-PLAYLIST-TYPE' = 'VOD'ASplayList (*EXT-X-ENDLIST' = true:custom.ioaraveuosA SF fiminny@localhost)A console [STAGINGTXS AUTO NIcreated at > DATE SUB(NOWO,INTERVAL 38 DAY.by 0.20, u.caazlBY sns count DESCu.name u.sotcphone nunben* fron ceans where 20 =1& console (PROD) XNCATCu,id. CASE WHEN u.id = thouner_id THEN • (oaner)* ELSE ** END) AS user_idena1aormen o Fril soctalaccountssasers u on u.1d = sa.soclable_1cpargtuncosontd n.teandu.tean_1d = 1117 and sa.provider = "hubspot":*EROM actMtes WHEOF Wund to binl18a2tetth-2147-1817.0144-40480695926801= Musd: " 70033459 VES*EPOM Activitieg WHEDE mnsd to bio(105529043-9994-4781-9226-464d2228185a/) - uuSde # 80186190 N0*EROM eon confaucatzons WHERE 3d = 1953%* FROM teans WHERE id = 1117:+Eoon ucene whene 3d= 30240.1O0% LXoo Inu comoy 1o:zo.1ServiceTest# console fiaumeeendhles orchwerwicee+0.8458185Y00• testParsccontactPhoncw1thVal LaNurber = E.104 number parses corrcctly, ext is nul•testParseContactPhoncWithExtension - Number with ext. 42 correctly extracts the extension=oesVarsctonlac noneex Sirincalcolo ohirserttiiionkten chats derstunceolrraninit(..*, 10, "*))•testrarcontac rnonemthcountint oor = Loch on numocrtcovoo to tutr Usine counthy cootanrsccontactloble•testParseContactMobileWithValidNumber - E.164 number returned as-istswarsecon.acwoo@struncalcoloschars=umottohohnochrsowtstuno.eostrie"estarsccontac tootewhcountrwcode =cukmoiowo t usina county cooOal -Necant alll+ < Code$ AdaptiveditterencePurtent vereionSteam = Strack->aetActvitylor>aerlser Oo>oeteaniobnumonstoand dolloto conmonteforeach (Splaylist "mediaSegments' as Ssegment)Ssegnent ("uri') = client con(Ssegment("uri', Stean):SplayList("EXT-X-PLAYLIST-TYPE') = *VOD*:SplayList("EXT-X-ENDLIST') = true:N Wodeud Teams 25554 UTE-R Ai/A enano...
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NULL
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-199933608666415325
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NULL
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visual_change
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ocr
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NULL
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rapstomViewNeweNNCCoocFV faVsco.|s ~#12121 on JY-2 rapstomViewNeweNNCCoocFV faVsco.|s ~#12121 on JY-20963-fx-l>E HubspolE InicaradonAde>E Listener:v saestorch› E FieldsOpoorunitvMatcheba OpportunitvSvncStrate› ProspectsearchStrategService t raits© elientrest.php© DecorateActivityTest.ppolated, aositn ties© FieldDetinitionsTest.phCCercwmset ame#i PavtoadRuilderTest.ohe"Quer Rt dertest nhnQuervHandierTast ood© QueryiteratorTest.php© QueryResultsTests.phpC Semcetescono© SyncBatchRedisServickRacASanicatast oboa CachadComSanicsPaooeChanges 4 filesE.env.local apc© JiminnyDebugCommand.php app/Console/Commandspe loagina.ono contiac) Playbickservice.ono apo serviceeUnversioned Files 9 file:inw.nikiochooE.enw.other aod@ GanAccoscA ReporteTest.oho teste/Unit/Policios© GreateMockAskJliminnvReoortRocu*tCommand.ohn.ano/Console/Commanavicon.ico ouroEids.tyt aodPraw sol quem coaod@[EMAIL]/Console/Commands/Crm/HubsootM. WERHOOK FILTFRING IMPL FMENTATION molanoWindowpeleteobiectstrait.phpo Tesmuonso Nemeuoni(© Client.phpfinal class ActivityController extends Controller implements CommentContextInterfaceoreakcase "contact':Sthis->logger->info('processing contact'):Scontact = Stean->cra-›contacts)-›where( column: 'crm_provider_id', SobjectId)->firze.// Contact does not exist locally, import it.if (! Scontact instanceof Contact)Sthis->Logger->info("contact does not exist locally'):Scontact = ScraService-›syncContact (SobiectId):if ( Scontact instanceof Contact)=714=729sthises occeresntol resol wing accounteSaccount = Sthis->resolveAccount (Stean, Scontact, ScrnService, Sprospects)719T+0 +→ Side-by-side viewer -@ ebbaab95 app/Services/PlaybackService.phpDo not ignore"71 • ?Stean & Stracko>oe Activitye ->oetUser Or>aetteam orEnumonsto and doloto l connonteforeach (Splaylist "mediaSegnents') as Ssegment) ?Ssegment ""uri' = client cdn(Ssegnent ("uri'), Stean):SplayList ("EXT-X-PLAYLIST-TYPE' = 'VOD'ASplayList (*EXT-X-ENDLIST' = true:custom.ioaraveuosA SF fiminny@localhost)A console [STAGINGTXS AUTO NIcreated at > DATE SUB(NOWO,INTERVAL 38 DAY.by 0.20, u.caazlBY sns count DESCu.name u.sotcphone nunben* fron ceans where 20 =1& console (PROD) XNCATCu,id. CASE WHEN u.id = thouner_id THEN • (oaner)* ELSE ** END) AS user_idena1aormen o Fril soctalaccountssasers u on u.1d = sa.soclable_1cpargtuncosontd n.teandu.tean_1d = 1117 and sa.provider = "hubspot":*EROM actMtes WHEOF Wund to binl18a2tetth-2147-1817.0144-40480695926801= Musd: " 70033459 VES*EPOM Activitieg WHEDE mnsd to bio(105529043-9994-4781-9226-464d2228185a/) - uuSde # 80186190 N0*EROM eon confaucatzons WHERE 3d = 1953%* FROM teans WHERE id = 1117:+Eoon ucene whene 3d= 30240.1O0% LXoo Inu comoy 1o:zo.1ServiceTest# console fiaumeeendhles orchwerwicee+0.8458185Y00• testParsccontactPhoncw1thVal LaNurber = E.104 number parses corrcctly, ext is nul•testParseContactPhoncWithExtension - Number with ext. 42 correctly extracts the extension=oesVarsctonlac noneex Sirincalcolo ohirserttiiionkten chats derstunceolrraninit(..*, 10, "*))•testrarcontac rnonemthcountint oor = Loch on numocrtcovoo to tutr Usine counthy cootanrsccontactloble•testParseContactMobileWithValidNumber - E.164 number returned as-istswarsecon.acwoo@struncalcoloschars=umottohohnochrsowtstuno.eostrie"estarsccontac tootewhcountrwcode =cukmoiowo t usina county cooOal -Necant alll+ < Code$ AdaptiveditterencePurtent vereionSteam = Strack->aetActvitylor>aerlser Oo>oeteaniobnumonstoand dolloto conmonteforeach (Splaylist "mediaSegments' as Ssegment)Ssegnent ("uri') = client con(Ssegment("uri', Stean):SplayList("EXT-X-PLAYLIST-TYPE') = *VOD*:SplayList("EXT-X-ENDLIST') = true:N Wodeud Teams 25554 UTE-R Ai/A enano...
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NULL
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NULL
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NULL
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NULL
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85915
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2949
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5
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2026-05-28T13:28:22.977605+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779974902977_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
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
ServiceTest
Run 'ServiceTest'
Debug 'ServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.025930852,"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":"#12121 on JY-20963-fix-import-on-deleted-entity, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.11569149,"height":0.025538707},"on_screen":true,"help_text":"Pull request #12121 exists for current branch JY-20963-fix-import-on-deleted-entity, but pull request details loading failed","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":0.85638297,"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":"ServiceTest","depth":6,"bounds":{"left":0.87167555,"top":0.019952115,"width":0.043882977,"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 'ServiceTest'","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 'ServiceTest'","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}]...
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5582423643801155883
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-8994321436789994556
|
visual_change
|
hybrid
|
NULL
|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
ServiceTest
Run 'ServiceTest'
Debug 'ServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
& console (PROD) X# console fiaum8458185Y0=NCATCu,id. CASE WHEN unid = thouner id THEN • (oaner)* ELSE ** END) AS user_idena1aormen fo FRil soctal accnuntssasers u on u.1d = sa.soclable_1cParGTnCoontd n.teandu.tean_1d = 1117 and sa.provider = "hubspot":*EROM actMtes WHEOF Wund to binl18a2tetth-2147-1817.0144-40480695926801= Musd: " 70033459 VES+EROM eCtlWifleS.- Nh ĐNNo +o.- 01-92eLe0919501-Tisde# 89186100 M0*EROM eon confaurazons MHEPF 3d = 1953%* FROM teans WHERE id = 1117:+Eoon licene whene a= 30240.TO0% L7o Inu co moy to.zoittServiceTesteeendhles orchwerwicee+0.• testParsccontactPhoncw1thVal LaNurber = E.104 number parses corrcctly, ext is nul•testParseContactPhoncWithExtension - Number with ext. 42 correctly extracts the extensionoesVarsctonlac noneex Sirincalcolo ohirserttiiionkten chats derstunceolrraninit(..*, 10, "*))•testrarcontac rnonemthcountint oor = Loch on numocrtcovoo to tutr Usine counthy cootanrsccontactloble•testParseContactMobileWithValidNumber - E.164 number returned [EMAIL]@chars=mowtchowhnocharsowstunc.eolstoine"estarsccontac tootewhcountrwcode =cukmoiowo t usina county cooOal -Necant alll+ < Code$ AdaptiveditterencePurtent version• >rapstomvewNeweNNCCoocKetucioHunTOOI-WindowFV faVsco.|s ~#12121 on JY-20963-fx-imAdtwycontroller.png© ServiceTest.phgpeleteobiectstrai.php=custom.logaraveuosA SF fiminny@localhost)> DV2UeerRokObserver.ohpo Tesmuonso nemeuonie(© Client.phpA console (STAGING)aedonitemscondocr.on© ActivityController.phpTXS AUTO NIcreated at > DATE SUB(NOWO,INTERVAL 38 DAYXeacimnoucontoon412 B246 Y3221 AУobastcontoonuser.781bY 0.20u.caszlBY sns count DESCu.name u.sotcphone nunbenoeenoxeionoron© CrmController.phoclass Service extends BaseService nolesentsSalesfonceintenface.* fron ceans where 20 =1eeall eveirononePalkxeontoueSalesforceBatchsyncinterface,suncioent es intentace.c)Lanquacecontroller cho$ %SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensaceC)LavoutVanagementcontrLiveFeedController.choRemoteEntityHanipulationinterface— 72-783C) Meet nascontro er ohoForchrel aredaciav.LyintertaceC) Messagecontroler ohoSendSummaryToCrmInterfaceC) Metadatacontro er ohoMatchio g inby-nazuintertoce,c) MooilesettinascontroerCaerchitiknrcrrdceC) Momentcontro er.ond) NudgeControllec.ohdLayoutManagementInterfaceSettingsIntenface.MatchfoeFntftfacTntanfacsMeNimodtweatorehoto« Oraaninationl icaneseContaletohr hiostamoatteletanehondathatdenkeaorccne ylookue ncertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterface.c OrganizationRolesControlVeryekexsentertachTlaa annar a01a TaleLosal chandesChanges 4 filesE.env.local apc© JiminnyDebugCommand.php app/Console/CommandsTIO +→0Side-by-side viewer"@ ebbaab95 app/Services/PlaybackService.phpDo not ignore"Highlight words -x15€pe loagina.ono contiac) Playbickservice.ono apo serviceeUnversioned Files 9 file:Stean & Stracko>oe Activityo->oetUser Oe>aetteam Oiinw.nikiochooE.enw.other aodnumonsto andl doloto sill connonteforeach (Splaylist "mediaSegnents') as Ssegment) ?Ka eanhccosea Reoorglestono escluni PolicosSsegment ""uri' = client cdn(Ssegnent ("uri'), Stean):© GreateMockAskJliminnvReoortRocu*tCommand.ohn.ano/Console/Commandavicon.ico ouroEids.tyt aodSplayList ("EXT-X-PLAYLIST-TYPE' = 'VOD':Praw sol quem coaodSplayList (*EXT-X-ENDLIST' = true:@[EMAIL]/Console/Commands/Crm/HubsootM. WERHOOK FILTFRING IMDIFMENTATION md anoSteam = Strack->aetActvitylor>aerlser Oo>oeteaniobSnumonsto and dolloto consontellforeach (Splaylist "mediaSegments' as Ssegment)Ssegnent ("uri') = client con(Ssegment("uri', Stean):SplayList("EXT-X-PLAYLIST-TYPE') = *VOD*:SplayList("EXT-X-ENDLIST') = true:Nu Wodtur Teams 1108-50 UTE-R Ai/A enano...
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85914
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NULL
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NULL
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NULL
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