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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 */
$stage = null;
if (isset($crmData['StageName'])...
|
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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":true,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Execute","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Explain Plan","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Browse Query History","depth":4,"on_screen":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"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"41","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"66","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"SELECT * 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"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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-7851921920897086523
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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 */
$stage = null;
if (isset($crmData['StageName'])...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
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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":0.070231445,"width":0.38597074,"height":0.92976856},"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"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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-7851921920897086523
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idle
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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 */
$stage = null;
if (isset($crmData['StageName'])...
|
NULL
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NULL
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NULL
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NULL
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85973
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2950
|
2
|
2026-05-28T13:34:06.539410+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975246539_m1.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
1
|
NULL
|
monitor_1
|
NULL
|
NULL
|
NULL
|
NULL
|
iTerm2ShellEditViewSessionScriptsProfilesWindowHel iTerm2ShellEditViewSessionScriptsProfilesWindowHelp‹ >0 lol-zshDOCKER881DEV (docker)₴82-zshN3screenpipe"884-zshcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phpukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddockerexec -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] $ ;xddockerexeс-itdocker_lamp_1 bash -c"mv/usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv•lluen/lneallnbalahnleandc:1a ^nW85ec2-user@ip-10-30-129-...100% C8• Thu 28 May 16:34:06181ec2-user@ip-10-30-140-…₴7PS$I31dPh.PhpStormPHPruntime:8.5.5Loadedconfig default from ".php-cs-fixer.dist.php".Running analysis on 7 cores with 10 files per process.5697/5697 C8* 100%Fixed 0 of 5697 files in 67.976 seconds, 799.06 MBmemory usedDetected deprecations in use (they willstop working in next major release):Rule set"@PHP74Migration"is deprecated. Use"@PHP7x4Migration" instead.Rule set "@PHP80Migration"is deprecated.Ruleset"@PHP81Migration"Use "@PHP8x0Migration" instead.is deprecated.Use"@PHP8x1Migration" instead.Ruleset "@PHP82Migration"is deprecated. Use"@PHP8x?Migration" instead.Ruleset"@PHP83Migration"is deprecated. Use"@PHP8x3Migration" instead.Ruleset"@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) $0...
|
NULL
|
5644300282819160646
|
NULL
|
visual_change
|
ocr
|
NULL
|
iTerm2ShellEditViewSessionScriptsProfilesWindowHel iTerm2ShellEditViewSessionScriptsProfilesWindowHelp‹ >0 lol-zshDOCKER881DEV (docker)₴82-zshN3screenpipe"884-zshcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phpukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddockerexec -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] $ ;xddockerexeс-itdocker_lamp_1 bash -c"mv/usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv•lluen/lneallnbalahnleandc:1a ^nW85ec2-user@ip-10-30-129-...100% C8• Thu 28 May 16:34:06181ec2-user@ip-10-30-140-…₴7PS$I31dPh.PhpStormPHPruntime:8.5.5Loadedconfig default from ".php-cs-fixer.dist.php".Running analysis on 7 cores with 10 files per process.5697/5697 C8* 100%Fixed 0 of 5697 files in 67.976 seconds, 799.06 MBmemory usedDetected deprecations in use (they willstop working in next major release):Rule set"@PHP74Migration"is deprecated. Use"@PHP7x4Migration" instead.Rule set "@PHP80Migration"is deprecated.Ruleset"@PHP81Migration"Use "@PHP8x0Migration" instead.is deprecated.Use"@PHP8x1Migration" instead.Ruleset "@PHP82Migration"is deprecated. Use"@PHP8x?Migration" instead.Ruleset"@PHP83Migration"is deprecated. Use"@PHP8x3Migration" instead.Ruleset"@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) $0...
|
NULL
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NULL
|
NULL
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NULL
|
|
85974
|
2951
|
2
|
2026-05-28T13:34:07.412576+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975247412_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
1
|
NULL
|
monitor_2
|
NULL
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NULL
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NULL
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NULL
|
rapstomViewCoocKetucioHunWindowFV faVsco.is ~#1212 rapstomViewCoocKetucioHunWindowFV faVsco.is ~#12121 on JY-20963-foc-Proinet vAdtwycontroller.pngpeleteobiectstrait.php=custom.logaraveuesA SF fiminny@localhost)ncerddonhe>( Listeners>(D MetadataUsciko cooscrvtrionoo Tesmuonso Nemeuoni(© Client.phpA console (STAGING)TXS AUTO NIcreated at > DATE SUB(NOWO,INTERVAL 38 DAY.E Migrationha Pipedrive412 B246 2322 A Уuse …a781bY 0.20u.caszlBY sns count DESCu.name u.sotcphone nunbenyusalestorcha) Fields= OpporunitvMatchen3 Бclass Service extends BaseService nolesentsSalesfonceintenface.* fron ceans where 20 =1opportunitySyncstrategy› ProspectsearchStrategySerice traiisSalesforceBatchsyncinterface,suncioent es intentace.Cleentont@ DecorateActivity.oho$ %SynccrmProf1LeRecordtypesinterfaceonorrchus nesspracessesiintentaceDeleteObjectsTrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpRemoteEntityHanipulationinterfaceForchrel aredaciav.LyintertaceSendSummaryToCrmInterfaceMatchio g inby-nazuintertoce,SearchTaskIntenface,LayoutManagementInterfaceSettingsIntenface.wrehine neretes nrchtace— 72-783o service.onlp© SyncBatchRedisService.ptM Traitekenorccner ylookoo ncertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterface.VenyusxexsenrentoccRaedoiant shoTlaa annar a01a TaleLosal chancesChanges 4 tiesE.env.local apc© JiminnyDebugCommand.php app/Console/CommandsT+0 +→ Side-by-side viewer -@ ebbaab95 app/Services/PlaybackService.phpDo not ignore"Highlight words -x1€pe loagina.ono contiac) Playbickservice.ono apo serviceeUnversioned Files 9 file:Stean & Stracko>oe Activityo->oetUser Oe>aetteam Oiinw.nikiochooE.enw.other aod/ Enumerate and delete all segnents.foreach (Splaylist "mediaSegnents') as Ssegment) ?Ka eanhccosea Reoorglestono escluni PolicosSsegment ""uri' = client cdn(Ssegnent ("uri'), Stean):© GreateMockAskJliminnvReoortRocu*tCommand.ohn.ano/Console/Commanavicon.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 ano& console (PROD) X# console fiaum045 A1 A41 У 66 4=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.Inu cowoy 1os4.0eeendhles 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 vereionSteam = 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:Torcse hiesehensd...
|
NULL
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6823576657703975570
|
NULL
|
visual_change
|
ocr
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NULL
|
rapstomViewCoocKetucioHunWindowFV faVsco.is ~#1212 rapstomViewCoocKetucioHunWindowFV faVsco.is ~#12121 on JY-20963-foc-Proinet vAdtwycontroller.pngpeleteobiectstrait.php=custom.logaraveuesA SF fiminny@localhost)ncerddonhe>( Listeners>(D MetadataUsciko cooscrvtrionoo Tesmuonso Nemeuoni(© Client.phpA console (STAGING)TXS AUTO NIcreated at > DATE SUB(NOWO,INTERVAL 38 DAY.E Migrationha Pipedrive412 B246 2322 A Уuse …a781bY 0.20u.caszlBY sns count DESCu.name u.sotcphone nunbenyusalestorcha) Fields= OpporunitvMatchen3 Бclass Service extends BaseService nolesentsSalesfonceintenface.* fron ceans where 20 =1opportunitySyncstrategy› ProspectsearchStrategySerice traiisSalesforceBatchsyncinterface,suncioent es intentace.Cleentont@ DecorateActivity.oho$ %SynccrmProf1LeRecordtypesinterfaceonorrchus nesspracessesiintentaceDeleteObjectsTrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpRemoteEntityHanipulationinterfaceForchrel aredaciav.LyintertaceSendSummaryToCrmInterfaceMatchio g inby-nazuintertoce,SearchTaskIntenface,LayoutManagementInterfaceSettingsIntenface.wrehine neretes nrchtace— 72-783o service.onlp© SyncBatchRedisService.ptM Traitekenorccner ylookoo ncertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterface.VenyusxexsenrentoccRaedoiant shoTlaa annar a01a TaleLosal chancesChanges 4 tiesE.env.local apc© JiminnyDebugCommand.php app/Console/CommandsT+0 +→ Side-by-side viewer -@ ebbaab95 app/Services/PlaybackService.phpDo not ignore"Highlight words -x1€pe loagina.ono contiac) Playbickservice.ono apo serviceeUnversioned Files 9 file:Stean & Stracko>oe Activityo->oetUser Oe>aetteam Oiinw.nikiochooE.enw.other aod/ Enumerate and delete all segnents.foreach (Splaylist "mediaSegnents') as Ssegment) ?Ka eanhccosea Reoorglestono escluni PolicosSsegment ""uri' = client cdn(Ssegnent ("uri'), Stean):© GreateMockAskJliminnvReoortRocu*tCommand.ohn.ano/Console/Commanavicon.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 ano& console (PROD) X# console fiaum045 A1 A41 У 66 4=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.Inu cowoy 1os4.0eeendhles 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 vereionSteam = 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:Torcse hiesehensd...
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NULL
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NULL
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NULL
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NULL
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85975
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2950
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3
|
2026-05-28T13:34:09.609053+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975249609_m1.jpg...
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PhpStorm
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faVsco.js – Service.php
|
1
|
NULL
|
monitor_1
|
NULL
|
NULL
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NULL
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NULL
|
iTerm2ShellEditViewSessionScriptsProfilesWindowHel iTerm2ShellEditViewSessionScriptsProfilesWindowHelp‹$0lda]-zshDOCKER₴81DEV (docker)₴82-zshscreenpipe"O ₴4-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 16:34:09181ec2-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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NULL
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-7257119583732916862
|
NULL
|
visual_change
|
ocr
|
NULL
|
iTerm2ShellEditViewSessionScriptsProfilesWindowHel iTerm2ShellEditViewSessionScriptsProfilesWindowHelp‹$0lda]-zshDOCKER₴81DEV (docker)₴82-zshscreenpipe"O ₴4-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 16:34:09181ec2-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...
|
85973
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NULL
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NULL
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NULL
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85976
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2951
|
3
|
2026-05-28T13:34:12.617741+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975252617_m2.jpg...
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PhpStorm
|
faVsco.js – Service.php
|
1
|
NULL
|
monitor_2
|
NULL
|
NULL
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NULL
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NULL
|
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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2026-05-28T13:34:15.272226+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975255272_m2.jpg...
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PhpStorm
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faVsco.js – Service.php
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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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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
• >rapstomViewCoocKetucioTOOI-WindowFV faVsco.|s ~#12121 on JY-20963-fx-inpeleteobiectstrait.php=custom.logaraveuosA SF fiminny@localhost)WnceredonAe>( Listeners>(D MetadataUeerRokObserver.ohpo Tesmuonsy kemetons(© Client.phpA console (STAGING)TX Autowcreated at > DATE SUB(NOWO,INTERVAL 38 DAY.E Migration>&a Pipedrive412 B246 X3221 AYuser.yusalestorch781bY 0.20u.caszlBY sns count DESCu.name u.sotcphone nunbena) Fields•- Opporuni vMatchen3 Бclass Service extends BaseService nolesentsSalesfonceintenface.* fron ceans where 20 =1opportunitySyncstrategy› ProspectsearchStrategySerice traiisSalesforceBatchsyncinterface,suncioent es intentace.Cleentont@ DecorateActivity.oho$ %SynccrmProf1LeRecordtypesinterfaceonorrchus nesspracessesiintentaceDeleteObjectsTrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpRemoteEntityHanipulationinterfaceForchrel aredaciav.LyintertaceSendSummaryToCrmInterfaceMatchio g inby-nazuintertoce,SearchTaskIntenface,LayoutManagementInterfaceSettingsIntenface.wrehine neretes nrchtace- 72-783o service.onlp© SyncBatchRedisService.ptM Traitekeaorccne ylookue ncertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterface.VeryekexsentertachcRaedoiant shoTlaa annar a01a TaleLosal chancesChanges 4 tiesE.env.local apc© JiminnyDebugCommand.php app/Console/CommandsT+ 0 +→0 Side-by-side viewer -@ ebbaab95 app/Services/PlaybackService.phpDo not ignore"Highlight words -x1€pe loagina.ono contiac) Playbickservice.ono apo serviceeUnversioned Files 9 file:Stean & Stracko>oe Activitye ->oetUser Or>aetteam orinw.nikiochooE.enw.other aod/ Enumerate and delete all segnents.foreach (Splaylist "mediaSegnents') as Ssegment) ?Ka eanhccosea Reoorglestono escluni PolicosSsegment ""uri' = client cdn(Ssegnent ("uri'), Stean):© GreateMockAskJliminnvReoortRocu*tCommand.ohn.ano/Console/Commanavcon.ico mutidEids.tyt aodSplayList ("EXT-X-PLAYLIST-TYPE' = 'VOD'APraw sol quem coaodSplayList (*EXT-X-ENDLIST' = true:@[EMAIL]/Console/Commands/Crm/HubsootM. WERHOOK FILTFRING IMDIFMENTATION molanod console (PROD) x C Service.php# console fiaumeeendhlesOrcherwich045 A1 A41 У 66 4NCATCu,id. CASE WHEN unid = thouner_id THEN • (oaner)* ELSE ** END) AS useridena1aormen fo FRil soctal accnuntssasers u on u.1d = sa.soclable_1cParGTnCoontd n.teandu.tean_1d = 1117 and sa.provider = "hubspot":*EROM ActM tes WHEOF Wund to binl18A2tetth-2147-1817.0144-40480695926801= Musd: * 70033459 V59*EROM ActM tes WHEOF muhd to binl:255208/3-800/-1781-0276.66648288185c01= musde 80186192 M0*EROM eon confaurazons MHEPF 3d = 1953%* FROM teans WHERE id = 1117:+Eoon licene whene a= 30240.© Salesforce Service Test Coverag+ < Code$AdaptivePurtent vereionSteam = Strack->aetActvitylor>aerlser Oo>oeteaniobnumonstoand dolloto conmonteforeach (Splaylist "mediaSegments' as Ssegment)Cconnont lurstnoltont cinlCeonsont"unsiCtosrSplayList("EXT-X-PLAYLIST-TYPE') = *VOD*:SplayList("EXT-X-ENDLIST') = true:ServiceTest• Thu 28 May 16:34:14+0.Cascade Code x oKick of a new aroisct. Maice chanoe.ditterenceNu Wodtur Teams 1108-50 UTE-R Ai/A enano...
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PhpStorm
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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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Previous Highlighted Error
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8772026000079251515
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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
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Debug 'ServiceTest'
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Previous Highlighted Error
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iTerm2ShellEditViewSessionScriptsProfilesWindowHelplah]-zshDOCKER881DEV (docker)₴82-zshscreenpipe"O ₴4-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 16:34:15181ec2-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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2026-05-28T13:34:19.722490+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975259722_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
ServiceTest
Run 'ServiceTest'
Debug 'ServiceTest'
More Actions
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Search Everywhere...
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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, 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,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"ServiceTest","depth":6,"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,"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,"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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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
ServiceTest
Run 'ServiceTest'
Debug 'ServiceTest'
More Actions
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iTerm2ShellEditViewSessionScriptsProfilesWindowHelplda]-zshDOCKER881DEV (docker)₴82-zshscreenpipe"O ₴4-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 16:34:19181ec2-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) $I...
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#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
ServiceTest& console (PROD) XeeendhlesOrcherwichThu 28 May 16:34:19+0.# console fiaum045 A1 A41 У 66 4NCATCu,id. CASE WHEN unid = thouner_id THEN • (oaner)* ELSE ** END) AS useridena1aormen fo FRil soctal accnuntssasers u on u.1d = sa.soclable_1cParGTnCoontd n.teandu.tean_1d = 1117 and sa.provider = "hubspot":*EROM actMtes WHEOF Wund to binl18a2tetth-2147-1817.0144-40480695926801= Musd: " 70033459 VES*EPOM Activitieg WHEDE mnsd to bio(105529043-9994-4781-9226-464d2228185a/) - uuSde # 80186190 N0*EROM eon confaucatzons WHERE 3d = 1953%* FROM teans WHERE id = 1117:+Eoon licene whene a= 30240.Adaptive M =scally balances quality and costGWE.AGp.-us Low Thinkirswe-r.oras+ < Code$ AdaptiveMake chanosditterencePurtent vereion• >rapstomViewCoocKetucioTOOI-WindowFV faVsco.|s ~#12121 on JY-20963-fx-inpeleteobiectstrait.php=custom.logaraveuosA SF fiminny@localhost)WnceredonAe>( Listeners>(D MetadataUeerRokObserver.ohpo Tesmuonsy kemetons(© Client.phpA console (STAGING)TXS AUTO NIcreated at > DATE SUB(NOWO,INTERVAL 38 DAY.E Migration>&a Pipedrive412 B246 X3221 AYuser.yusalestorch781bY 0.20u.caszlBY sns count DESCu.name u.sotcphone nunbena) Fields= OpporunitvMatchen3 Бclass Service extends BaseServce inolements.Salesfonceintenface.* fron ceans where 20 =1opportunitySyncstrategy› ProspectsearchStrategySerice traiisSalesforceBatchsyncinterface,suncioent es intentace.Cleentont@ DecorateActivity.oho$ %SynccrmProf1LeRecordtypesinterfaceonorrchus nesspracessesiintentaceDeleteObjectstrait.phpcFadse intonsrno© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpRemoteEntityHanipulationinterfaceForchrel aredaciav.LyintertaceSendSummaryToCrmInterfaceMatchio g inby-nazuintertoce,SearchTaskIntenface,LayoutManagementInterfaceSettingsIntenface.wrehine neretes nrchtace— 72-783o service.onlp© SyncBatchRedisService.ptM Traitekeaorccne ylookue ncertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterface.VeryekexsentertachcRaedoiant shoTlaa annar a01a TaleLosal chancesChanges 4 tiesE.env.local apc© JiminnyDebugCommand.php app/Console/CommandsT+ 0 +→0 Side-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 Ol>aetteamorinw.nikiochooE.enw.other aodEnumerate and delete all segnents.foreach (Splaylist "mediaSegnents') as Ssegment) ?Ka eanhccosea Reoorglestono escluni PolicosSsegment ""uri' = client cdn(Ssegnent ("uri'), Stean):© GreateMockAskJliminnvReoortRocu*tCommand.ohn.ano/Console/Commanavcon.ico mutidEids.tyt aodSplayList ("EXT-X-PLAYLIST-TYPE' = 'VOD':Praw sol quem coaodSplayList (*EXT-X-ENDLIST' = true:@[EMAIL]/Console/Commands/Crm/HubsootM. WERHOOK FILTFRING IMPL FMENTATION molanoSteam = Stracko>aetActvitylo e>ae licer Oo>oeteaniobSnumon.to and dolloto consontelforeach (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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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 */
$stage = null;
if (isset($crmData['StageName'])...
|
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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}]...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
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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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ServiceTesto nu comoy 1o:4.2+0.d console (PROD) x C Service.php# console fiaumeeendhlesOrcherwich045 A1 A41 У 66 4Cascade Code x oKick of a new aroisct. Maice chanoe.NCATCu,id. CASE WHEN unid = thouner_id THEN • (oaner)* ELSE ** END) AS useridena1aormen fo FRil soctal accnuntssasers u on u.1d = sa.soclable_1cParGTnCoontd n.teandu.tean_1d = 1117 and sa.provider = "hubspot":*EROM ActM tes WHEOF Wund to binl18A2tetth-2147-1817.0144-40480695926801= Musd: * 70033459 V59*EROM ActM tes WHEOF muhd to binl:255208/3-800/-1781-0276.66648288185c01= musde 80186192 M0*EROM eon confaurazons MHEPF 3d = 1953%* FROM teans WHERE id = 1117:+Eoon licene whene a= 30240.© Salesforce Service Test Coverag+ < Code SWE-1.6ditterencePurtent vereion• >rapstomViewCoocKetucioTOOI-WindowFV faVsco.|s ~#12121 on JY-20963-fx-inpeleteobiectstrait.php=custom.logaraveuosA SF fiminny@localhost)WnceredonAe>( Listeners>(D MetadataUeerRokObserver.ohpo Tesmuonso Nemeuoni(© Client.phpA console (STAGING)TXS AUTO NIcreated at > DATE SUB(NOWO,INTERVAL 38 DAY.E Migration>&a Pipedrive412 B246 2322 A Уusehyusalestorch781bY 0.20u.caszlBY sns count DESCu.name u.sotcphone nunbena) Fields= OpporunitvMatchen3 Бclass Service extends BaseService nolesentsSalesfonceintenface.* fron ceans where 20 =1opportunitySyncstrategy› ProspectsearchStrategySerice traiisSalesforceBatchsyncinterface,suncioent es intentace.Cleentont@ DecorateActivity.oho$ %SynccrmProf1LeRecordtypesinterfaceonorrchus nesspracessesiintentaceDeleteObjectsTrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpRemoteEntityHanipulationinterfaceForchrel aredaciav.LyintertaceSendSummaryToCrmInterfaceMatchio g inby-nazuintertoce,SearchTaskIntenface,LayoutManagementInterfaceSettingsIntenface.wrehine neretes nrchtace— 72-783o service.onlp© SyncBatchRedisService.ptM Traitekeaorccne ylookue ncertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterface.VeryekexsentertachcRaedoiant shoTlaa annar a01a TaleLosal chancesShelChanges 4 tiesE.env.local apc© JiminnyDebugCommand.php app/Console/CommandsT+0 +→ Side-by-side viewer -@ ebbaab95 app/Services/PlaybackService.phpDo not ignore"Highlight words -x1€pe loagina.ono contiac) Playbickservice.ono apo serviceeUnversioned Files 9 file:Stean & Stracko>oe Activitye ->oetUser Or>aetteam orinw.nikiochooE.enw.other aod/ Enumerate and delete all segnents.foreach (Splaylist "mediaSegnents') as Ssegment) ?Ka eanhccosea Reoorglestono escluni PolicosSsegment ""uri' = client cdn(Ssegnent ("uri'), Stean):© GreateMockAskJliminnvReoortRocu*tCommand.ohn.ano/Console/Commanavcon.ico mutidEids.tyt aodSplayList ("EXT-X-PLAYLIST-TYPE' = 'VOD'APraw sol quem coaodSplayList (*EXT-X-ENDLIST' = true:@[EMAIL]/Console/Commands/Crm/HubsootM. WERHOOK FILTFRING IMDIFMENTATION molanoSteam = Strack->aetActvitylor>aerlser Oo>oeteaniobnumonstoand dolloto conmonteforeach (Splaylist "mediaSegments' as Ssegment)Cconnont lurstnoltont cinlCeonsont"unsiCtosrSplayList("EXT-X-PLAYLIST-TYPE') = *VOD*:SplayList("EXT-X-ENDLIST') = true:Nu Wodtur Teams 1108-50 UTE-R Ai/A enano...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
|
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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":0.070231445,"width":0.38597074,"height":0.92976856},"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}]...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\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,"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"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"41","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"66","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"SELECT * 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"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
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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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iTerm2ShellEditViewSessio Project: faVsco.js, menu
iTerm2ShellEditViewSessionScriptsProfilesWindowHelplda]-zshDOCKER₴81DEV (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 16:34:56181ec2-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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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 */
$stage = null;
if (isset($crmData['StageName'])...
|
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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},{"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}]...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
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Project: faVsco.js, menu
• >rapstomViewCoocKetu Project: faVsco.js, menu
• >rapstomViewCoocKetucioTOOI-WindowFV faVsco.|s ~#12121 on JY-20963-fx-inpeleteobiectstrait.php=custom.logaraveuosA SF fiminny@localhost)WnceredonAe>( Listeners>(D MetadataUeerRokObserver.ohpo Tesmuonso Nemeuoni(© Client.phpA console (STAGING)TXS AUTO NIcreated at > DATE SUB(NOWO,INTERVAL 38 DAY.E Migration>&a Pipedrive412 B246 2322 A Уuser.yusalestorch781bY 0.20u.caszlBY sns count DESCu.name u.sotcphone nunbena) Fields= OpporunitvMatchen3 Бclass Service extends BaseService nolesentsSalesfonceintenface.* fron ceans where 20 =1opportunitySyncstrategy› ProspectsearchStrategySerice traiisSalesforceBatchsyncinterface,suncioent es intentace.Cleentont@ DecorateActivity.oho$ %SynccrmProf1LeRecordtypesinterfaceonorrchus nesspracessesiintentaceDeleteObjectsTrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpRemoteEntityHanipulationinterfaceForchrel aredaciav.LyintertaceSendSummaryToCrmInterfaceMatchio g inby-nazuintertoce,SearchTaskIntenface,LayoutManagementInterfaceSettingsIntenface.wrehine neretes nrchtace— 72-783o service.onlp© SyncBatchRedisService.ptM Traitekeaorccne ylookue ncertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterface.VenyusxexsenrentoccRaedoiant shoTlaa annar a01a TaleLosal chancesChanges 4 tiesE.env.local apc© JiminnyDebugCommand.php app/Console/CommandsT+0 +→ Side-by-side viewer -@ ebbaab95 app/Services/PlaybackService.phpDo not ignore"Highlight words -x1€pe loagina.ono contiac) Playbickservice.ono apo serviceeUnversioned Files 9 file:Stean & Stracko>oe Activitye ->oetUser Or>aetteam orinw.nikiochooE.enw.other aod/ Enumerate and delete all segnents.foreach (Splaylist "mediaSegnents') as Ssegment) ?Ka eanhccosea Reoorglestono escluni PolicosSsegment ""uri' = client cdn(Ssegnent ("uri'), Stean):© GreateMockAskJliminnvReoortRocu*tCommand.ohn.ano/Console/Commanavcon.ico mutidEids.tyt aodSplayList ("EXT-X-PLAYLIST-TYPE' = 'VOD'APraw sol quem coaodSplayList (*EXT-X-ENDLIST' = true:@[EMAIL]/Console/Commands/Crm/HubsootM. WERHOOK FILTFRING IMDIFMENTATION molano& console (PROD) X# console fiaum045 A1 A41 У 66 4eeendhles orcesirwichNCATCu,id. CASE WHEN unid = thouner_id THEN • (oaner)* ELSE ** END) AS useridena1aormen fo FRil soctal accnuntssasers u on u.1d = sa.soclable_1cParGTnCoontd n.teandu.tean_1d = 1117 and sa.provider = "hubspot":*EROM ActM tes WHEOF Wund to binl18A2tetth-2147-1817.0144-40480695926801= Musd: * 70033459 V59*EROM ActM tes WHEOF muhd to binl:255208/3-800/-1781-0276.66648288185c01= musde 80186192 M0*EROM eon confaurazons MHEPF 3d = 1953%* FROM teans WHERE id = 1117:+Eoon licene whene a= 30240.© Salesforce Service Test Coveragerohin to me how dons this wand+ < Code$ AdaptivePurtent vereionSteam = Strack->aetActvitylor>aerlser Oo>oeteaniobnumonstoand dolloto conmonteforeach (Splaylist "mediaSegments' as Ssegment)Cconnont lurstnoltont cinlCeonsont"unsiCtosrSplayList("EXT-X-PLAYLIST-TYPE') = *VOD*:SplayList("EXT-X-ENDLIST') = true:ServiceTesto nu comoy 1o:s4.00+0.Cascade Code x oKick of a new aroisct. Maice chanoe.ditterenceNu Wodtur Teams 1108-50 UTE-R Ai/A enano...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
|
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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":0.070231445,"width":0.38597074,"height":0.92976856},"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}]...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
|
85987
|
NULL
|
NULL
|
NULL
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85989
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2950
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10
|
2026-05-28T13:35:06.044685+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975306044_m1.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
1
|
NULL
|
monitor_1
|
NULL
|
NULL
|
NULL
|
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
Sync Changes
Hide This Notification
Code changed:
Hide
12
246
3
21
Previous Highlighted Error...
|
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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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iTerm2ShellEditViewSessionScriptsProfilesWindowHelp‹ >0 lol-zshDOCKER₴81DEV (docker)₴82-zshN3screenpipe"-84-zshcreate mode 100644 tests/Unit/Component/TranscriptionSummary/Services/TranscriptionSummaryIndexingServiceTest.phpukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ ;xddockerexec -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] $ ;xddockerexeс-itdocker_lamp_1 bash -c"mv/usr/local/etc/php/conf.d/xdebug.ini ~/xdebug.ini"mv•Iluen/lneallatalahnleanfc:1a ^nW85ec2-user@ip-10-30-129-...100% <78• Thu 28 May 16:35:05181ec2-user@ip-10-30-140-…₴7PS$I31dPh.FirefoxPHPruntime:8.5.5Loadedconfig default from ".php-cs-fixer.dist.php".Running analysis on 7 cores with 10 files per process.5697/5697 C8* 100%Fixed 0 of 5697 files in 67.976 seconds, 799.06 MBmemory usedDetected deprecations in use(they willstop working in next major release):Rule set"@PHP74Migration"is deprecated. Use"@PHP7x4Migration" instead.Rule set "@PHP80Migration"is deprecated.Ruleset"@PHP81Migration"Use "@PHP8x0Migration" instead.is deprecated.UseRuleset"@PHP82Migration""@PHP8x1Migration" instead.is deprecated. Use"@PHP8x?Migration" instead.Ruleset"@PHP83Migration"isdeprecated. Use"@PHP8x3Migration" instead.Ruleset"@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) $0...
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• >rapstomViewCoocKetucioTOOI-WindowFV faVsco.| • >rapstomViewCoocKetucioTOOI-WindowFV faVsco.|s ~#12121 on JY-20963-fx-inpeleteobiectstrait.php=custom.logaraveuosA SF fiminny@localhost)HSJocal (jiminny@blocalhost)& console (PROD) XWnceredonAe>( Listeners>(D MetadatauewRolcooserver.pngo Tesmuonsy kemetons(© Client.phpA console (STAGING)TX Autowcreated at > DATE SUB(NOWO,INTERVAL 38 DAY.E Migration>&a Pipedrive412 B246 Y3Y21 AYuser.yusalestorch781bY 0.20u.caszlBY sns count DESCu.name,u.sorcphonenuabena) Fields= OpporunitvMatchen3 Бclass Service extends BaseService nolesentsSalesfonceintenface.* fron ceans where 20 =1opportunitySyncstrategy› ProspectsearchStrategySerice traiisSalesforceBatchsyncinterface,suncioent es intentace.Cleentont@ DecorateActivity.oho$ %SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensaceDeleteObjectsTrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpRemoteEntityHanipulationinterfaceForchrel aredaciav.LyintertaceSendSummaryToCrmInterfaceMatchio g inby-nazuintertoce,SearchTaskIntenface,LayoutManagementInterfaceSettingsIntenface.wrehine neretes nrchtace— 72-783NCATCu,id. CASE WHEN unid = thouner_id THEN • (oaner)* ELSE ** END) AS useridena1ao service.onlp© SyncBatchRedisService.ptM Traitekeaorccner ylookuo ncertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterface.VeryekexsentertachTlaa annar a01a Taleormen fo FRil soctal accnuntssasers u on u.1d = sa.soclable_1cParGTnCoontd n.teandu.tean_1d = 1117 and sa.provider = "hubspot":*EROM ActM tes WHEOF Wund to binl18A2tetth-2147-1817.0144-40480695926801= Musd: * 70033459 V59*EROM ActM tes WHEOF muhd to binl:255208/3-800/-1781-0276.66648288185c01= musde 80186192 M0*EROM eon confaurazons MHEPF 3d = 1953%* FROM teans WHERE id = 1117:+Eoon licene whene a= 30240.v Changes 4 mies, uodauing.E.env.local apc© JiminnyDebugCommand.php app/Console/CommandsT+ 0 +→0 Side-by-side viewer -@ ebbaab95 app/Services/PlaybackService.phpDo not ignore"Highlight words -x1€Purtent vereionpe loagina.ono contiac) Playbickservice.ono apo serviceeUnversioned Files 9 file:Stean & Stracko>oe Activitye ->oetUser Or>aetteam orinw.nikiochooE.enw.other aod/ Enumerate and delete all segnents.foreach (Splaylist "mediaSegnents') as Ssegment) ?Ka eanhccosea Reoorglestono escluni PolicosSsegment ""uri' = client cdn(Ssegnent ("uri'), Steam):© GreateMockAskJliminnvReoortRocu*tCommand.ohn.ano/Console/Commandavicon.ico ouroEids.tyt aodSplayList ("EXT-X-PLAYLIST-TYPE' = 'VOD'APraw sol quem coaodSplayList (*EXT-X-ENDLIST' = true:@[EMAIL]/Console/Commands/Crm/HubsootM. WERHOOK FILTFRING IMDIFMENTATION md anoServiceTesteeendhles orcesirwich• Thu 28 May 16:42:08+0.# console fiaum945 A1 A41 У 66 4Cascade Code x oKick of a new aroisct. Maice chanoe.© Salesforce Service Test Coverageotin to me how dons this wancha i solves the isue wn+ < Code$ Adaptive38mditterenceSteam = Strack->aetActvitylor>aerlser Oo>oeteaniobSnumonsto and dolloto consontellforeach (Splaylist "mediaSegments' as Ssegment)Cconnont lurstnoltont cinlCeonsont"unsiCtosrSplayList("EXT-X-PLAYLIST-TYPE') = *VOD*:SplayList("EXT-X-ENDLIST') = true:Nu Wodtur Teams 1108-50 UTE-R Ai/A enano...
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• >rapstomViewCoocKetucioTOOI-WindowFV faVsco.| • >rapstomViewCoocKetucioTOOI-WindowFV faVsco.|s ~#12121 on JY-20963-fx-inpeleteobiectstrait.php=custom.logaraveuosA SF fiminny@localhost)HSJocal (jiminny@blocalhost)& console (PROD) XWnceredonAe>( Listeners>(D MetadatauewRolcooserver.pngo Tesmuonsy kemetons(© Client.phpA console (STAGING)TX Autowcreated at > DATE SUB(NOWO,INTERVAL 38 DAY.E Migration>&a Pipedrive412 B246 Y3Y21 AYuser.yusalestorch781bY 0.20u.caszlBY sns count DESCu.name,u.sorcphonenuabena) Fields= OpporunitvMatchen3 Бclass Service extends BaseService nolesentsSalesfonceintenface.* fron ceans where 20 =1opportunitySyncstrategy› ProspectsearchStrategySerice traiisSalesforceBatchsyncinterface,suncioent es intentace.Cleentont@ DecorateActivity.oho$ %SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensaceDeleteObjectsTrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpRemoteEntityHanipulationinterfaceForchrel aredaciav.LyintertaceSendSummaryToCrmInterfaceMatchio g inby-nazuintertoce,SearchTaskIntenface,LayoutManagementInterfaceSettingsIntenface.wrehine neretes nrchtace— 72-783NCATCu,id. CASE WHEN unid = thouner_id THEN • (oaner)* ELSE ** END) AS useridena1ao service.onlp© SyncBatchRedisService.ptM Traitekeaorccner ylookuo ncertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterface.VeryekexsentertachTlaa annar a01a Taleormen fo FRil soctal accnuntssasers u on u.1d = sa.soclable_1cParGTnCoontd n.teandu.tean_1d = 1117 and sa.provider = "hubspot":*EROM ActM tes WHEOF Wund to binl18A2tetth-2147-1817.0144-40480695926801= Musd: * 70033459 V59*EROM ActM tes WHEOF muhd to binl:255208/3-800/-1781-0276.66648288185c01= musde 80186192 M0*EROM eon confaurazons MHEPF 3d = 1953%* FROM teans WHERE id = 1117:+Eoon licene whene a= 30240.v Changes 4 mies, uodauing.E.env.local apc© JiminnyDebugCommand.php app/Console/CommandsT+ 0 +→0 Side-by-side viewer -@ ebbaab95 app/Services/PlaybackService.phpDo not ignore"Highlight words -x1€Purtent vereionpe loagina.ono contiac) Playbickservice.ono apo serviceeUnversioned Files 9 file:Stean & Stracko>oe Activitye ->oetUser Or>aetteam orinw.nikiochooE.enw.other aod/ Enumerate and delete all segnents.foreach (Splaylist "mediaSegnents') as Ssegment) ?Ka eanhccosea Reoorglestono escluni PolicosSsegment ""uri' = client cdn(Ssegnent ("uri'), Steam):© GreateMockAskJliminnvReoortRocu*tCommand.ohn.ano/Console/Commandavicon.ico ouroEids.tyt aodSplayList ("EXT-X-PLAYLIST-TYPE' = 'VOD'APraw sol quem coaodSplayList (*EXT-X-ENDLIST' = true:@[EMAIL]/Console/Commands/Crm/HubsootM. WERHOOK FILTFRING IMDIFMENTATION md anoServiceTesteeendhles orcesirwich• Thu 28 May 16:42:08+0.# console fiaum945 A1 A41 У 66 4Cascade Code x oKick of a new aroisct. Maice chanoe.© Salesforce Service Test Coverageotin to me how dons this wancha i solves the isue wn+ < Code$ Adaptive38mditterenceSteam = Strack->aetActvitylor>aerlser Oo>oeteaniobSnumonsto and dolloto consontellforeach (Splaylist "mediaSegments' as Ssegment)Cconnont lurstnoltont cinlCeonsont"unsiCtosrSplayList("EXT-X-PLAYLIST-TYPE') = *VOD*:SplayList("EXT-X-ENDLIST') = true:Nu Wodtur Teams 1108-50 UTE-R Ai/A enano...
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iTerm2ShellEditViewSessionScriptsProfilesWindowHel iTerm2ShellEditViewSessionScriptsProfilesWindowHelpDOCKER881DEV (docker)₴2-zsh#3XIT1DOCKER (docker-compose)docker_lamp_11 .. 11s DONEdocker_lamp_11 '/usr/local/bin/php' 'artisan'crm: sync-hubspot-objects › */proc/1/fd/12>&1docker_lamp_11kibana1 {"type":"log""@timestamp":"2026-05-28T13:42:04Z""tags" : ["error","elasticsearch","data"], "pid" :7,"message": "[ConnectionError]: getaddrinfo ENOTFOUNDelasticsearchelasticsearch:9200"}docker_lamp_1I run_artisan_schedule: Done waiting for schedule:runkibana1 {"type": "log".,"@timestamp":"2026-05-28T13:42:05Z""tags" : ["warning","elasticsearch",,"data"], "pid":7, "message" : "Unable to reviveconnection: [URL_WITH_CREDENTIALS] "2026-05-28T13:42:05Z" , "tags" : ["warning", "elasticsearch",,"data"], "pid" :7,"message": "No living connections"}kibana1 {"type": "log""@timestamp":"2026-05-28T13:42:05Z", "taskManager"iving 2026-05-28T13:42:052", "tags": [eoror,"plugins", "taskManager"],"pid":7, "message": "Failed to poll for work: Error: No Living connections"}docker_lamp_1 |2026-05-28 13:42:06 Jiminny\Jobs\Crm\SyncHubspotObjects2s DONEdocker_lamp_12026-05-28 13:42:06 Jiminny\Jobs\Crm\SyncHubspotObjectsRUNNINGdocker_lamp_1 |2026-05-28 13:42:06Jiminny\Jobs\Crm\SyncHubspotObjects191.82ms DONEdocker_lamp_12026-05-28 13:42:06 Jiminny\Jobs\Crm\SyncHubspotObjectsRUNNINGdocker_lamp_12026-05-28 13:42:06 Jiminny\Jobs\Crm\SyncHubspot0bjects83.37ms DONEdocker_1amp_12026-05-28 13:42:06 Jiminny\Jobs\Crm\SyncHubspotObjectsRUNNINGdocker_lamp_12026-05-28 13:42:06 Jiminny\Jobs\Crm\SyncHubspotObjects..97.49ms DONEkibana1 {"'type": "log""@timestamp":"2026-05-28T13:42:07Z", "tags" : ["error","elasticsearch", "data"],'"pid":7, "message": "[ConnectionError]: getaddrinfo ENOTFOUNDelasticsearch elasticsearch:9200"}kibana1 {"type": "log""@timestamp":"2026-05-28T13:42:08Z""tags" : ["warning""elasticsearch", "data"], "pid":7, "message": "Unable to reviveconnection: [URL_WITH_CREDENTIALS] : ["warning", "elasticsearch", "data"],"pid":7,"message": "No living connections"}kibanaI {"type":"log"."@timestamp":"2026-05-28T13:42:08Z", "tags" : ["error","plugins""taskManager","taskManager"], "pid" :7,"message": "Failed to poll for work: Error: No Living connections"}View in Docker Desktop• View ConfigL View Logsw Enable Watchd Detach‹$0(ahl100% <28 • Thu 28 May 16:42:08DOCKER (docker-compose)181screenpipe"O ₴4-zsh85ec2-user@ip-10-30-129-...886ec2-user@ip-10-30-140-...₴712PROD (ssh)Run'do-release-upgrade' to upgrade to it.*** System restart required ***Last login: Wed May 27 06:47:29 2026 from 212.5.153.87lukas@jiminny-prod-bastion:~$T3 EU (ssh)Enable ESM Apps to receive additional future security updates.See [URL_WITH_CREDENTIALS] |T4 STAGE (-zsh)PROD*** System restart required ***Last login: Mon May 18 06:46:53 2026 from 212.5.153.87ion: $ client_loop: send disconnect: Broken pipelukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~$ 0Y5QA (-zsh)~$0STAGET6FE (-zsh)lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ lFRONTENDX 17 EXT (-zsh)ukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ [EXTENSION...
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iTerm2ShellEditViewSessionScriptsProfilesWindowHel iTerm2ShellEditViewSessionScriptsProfilesWindowHelpDOCKER881DEV (docker)₴2-zsh#3XIT1DOCKER (docker-compose)docker_lamp_11 .. 11s DONEdocker_lamp_11 '/usr/local/bin/php' 'artisan'crm: sync-hubspot-objects › */proc/1/fd/12>&1docker_lamp_11kibana1 {"type":"log""@timestamp":"2026-05-28T13:42:04Z""tags" : ["error","elasticsearch","data"], "pid" :7,"message": "[ConnectionError]: getaddrinfo ENOTFOUNDelasticsearchelasticsearch:9200"}docker_lamp_1I run_artisan_schedule: Done waiting for schedule:runkibana1 {"type": "log".,"@timestamp":"2026-05-28T13:42:05Z""tags" : ["warning","elasticsearch",,"data"], "pid":7, "message" : "Unable to reviveconnection: [URL_WITH_CREDENTIALS] "2026-05-28T13:42:05Z" , "tags" : ["warning", "elasticsearch",,"data"], "pid" :7,"message": "No living connections"}kibana1 {"type": "log""@timestamp":"2026-05-28T13:42:05Z", "taskManager"iving 2026-05-28T13:42:052", "tags": [eoror,"plugins", "taskManager"],"pid":7, "message": "Failed to poll for work: Error: No Living connections"}docker_lamp_1 |2026-05-28 13:42:06 Jiminny\Jobs\Crm\SyncHubspotObjects2s DONEdocker_lamp_12026-05-28 13:42:06 Jiminny\Jobs\Crm\SyncHubspotObjectsRUNNINGdocker_lamp_1 |2026-05-28 13:42:06Jiminny\Jobs\Crm\SyncHubspotObjects191.82ms DONEdocker_lamp_12026-05-28 13:42:06 Jiminny\Jobs\Crm\SyncHubspotObjectsRUNNINGdocker_lamp_12026-05-28 13:42:06 Jiminny\Jobs\Crm\SyncHubspot0bjects83.37ms DONEdocker_1amp_12026-05-28 13:42:06 Jiminny\Jobs\Crm\SyncHubspotObjectsRUNNINGdocker_lamp_12026-05-28 13:42:06 Jiminny\Jobs\Crm\SyncHubspotObjects..97.49ms DONEkibana1 {"'type": "log""@timestamp":"2026-05-28T13:42:07Z", "tags" : ["error","elasticsearch", "data"],'"pid":7, "message": "[ConnectionError]: getaddrinfo ENOTFOUNDelasticsearch elasticsearch:9200"}kibana1 {"type": "log""@timestamp":"2026-05-28T13:42:08Z""tags" : ["warning""elasticsearch", "data"], "pid":7, "message": "Unable to reviveconnection: [URL_WITH_CREDENTIALS] : ["warning", "elasticsearch", "data"],"pid":7,"message": "No living connections"}kibanaI {"type":"log"."@timestamp":"2026-05-28T13:42:08Z", "tags" : ["error","plugins""taskManager","taskManager"], "pid" :7,"message": "Failed to poll for work: Error: No Living connections"}View in Docker Desktop• View ConfigL View Logsw Enable Watchd Detach‹$0(ahl100% <28 • Thu 28 May 16:42:08DOCKER (docker-compose)181screenpipe"O ₴4-zsh85ec2-user@ip-10-30-129-...886ec2-user@ip-10-30-140-...₴712PROD (ssh)Run'do-release-upgrade' to upgrade to it.*** System restart required ***Last login: Wed May 27 06:47:29 2026 from 212.5.153.87lukas@jiminny-prod-bastion:~$T3 EU (ssh)Enable ESM Apps to receive additional future security updates.See [URL_WITH_CREDENTIALS] |T4 STAGE (-zsh)PROD*** System restart required ***Last login: Mon May 18 06:46:53 2026 from 212.5.153.87ion: $ client_loop: send disconnect: Broken pipelukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~$ 0Y5QA (-zsh)~$0STAGET6FE (-zsh)lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ lFRONTENDX 17 EXT (-zsh)ukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ [EXTENSION...
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rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-209 rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidetWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentondCDecmrate-cmwonnDeleteObjectstrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoebrseoemce.onwchcimseneorconoeCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpUeerRokObserver.ohpyTeom.oneuseh3 Бclass Service extends BaseService nol esents.Salesfonceintenface.cprosnae SaatchSrathoe© ProspectSearchStrategyintercprowdweeeeir dodg PococdSalnator nhoPacolvoCommaoNamAp.Em.SalesforceBatchsyncinterface,Suncimenta tles intentace.SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensaceRemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.CaerchitiknrcrrdceCayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacskenorccner ylookoo ncertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterfaceVenyusxexsenrentocUst Keso Veconoanynaneoyrhartiruse Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu Bioit for the 0ld Note-Taksina Tool*awennh1 usagoanivate conet nt hsei Wins teNeiheyih*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiDeleteObjectsTrait.php© Client.phpa| 5ServiceTestOwW nU LoMoy 1o.4L+0.A SF fiminny@localhost)console (PROD) x C Service.phpds consoeleu.A console [STAGING)D000€Ty: Autow784ГОШТОЕНВШІ71471571!719720BEERRBREBERRERTYINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns count DESCDojminnyv945 A1 A41 У 66 A* fron teans where id = 1;" tron roles.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->1on t.id= u.tean jdU.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:where created at > *2826-05-91*•* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desci* fron users where team id = 1 and id TN (18688, 13934. 7169)=*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos,.*Toon tasne whendae*foon antsusty seanches whane usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2eeendhles orcesirwichCacaado CodoxoKick of a new proisct. Make chunoe111e salestorce servico vest coveragtFixing and Validating TextRelayService TesteCnlamkhur dor ihie Kranak lohoe hlhiwtAdhotv39m58mXtModtur Tatme Toxcsehireh*4 space...
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rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-209 rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidetWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentondCDecmrate-cmwonnDeleteObjectstrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoebrseoemce.onwchcimseneorconoeCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpUeerRokObserver.ohpyTeom.oneuseh3 Бclass Service extends BaseService nol esents.Salesfonceintenface.cprosnae SaatchSrathoe© ProspectSearchStrategyintercprowdweeeeir dodg PococdSalnator nhoPacolvoCommaoNamAp.Em.SalesforceBatchsyncinterface,Suncimenta tles intentace.SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensaceRemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.CaerchitiknrcrrdceCayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacskenorccner ylookoo ncertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterfaceVenyusxexsenrentocUst Keso Veconoanynaneoyrhartiruse Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu Bioit for the 0ld Note-Taksina Tool*awennh1 usagoanivate conet nt hsei Wins teNeiheyih*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiDeleteObjectsTrait.php© Client.phpa| 5ServiceTestOwW nU LoMoy 1o.4L+0.A SF fiminny@localhost)console (PROD) x C Service.phpds consoeleu.A console [STAGING)D000€Ty: Autow784ГОШТОЕНВШІ71471571!719720BEERRBREBERRERTYINTERVAL 38 DAY.BY u.id, u.email, u.name, u.softphone numbenBY sns count DESCDojminnyv945 A1 A41 У 66 A* fron teans where id = 1;" tron roles.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->1on t.id= u.tean jdU.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:where created at > *2826-05-91*•* fron actsivities where user_id TN (7168, 18688) and created at > 2926-85-22' orden by id desci* fron users where team id = 1 and id TN (18688, 13934. 7169)=*£ron activities where usen 1a = 7169 order bu ja desc 1ini+ 18:*fnon accounts where tean 3a = 1and nane = "Colunos,.*Toon tasne whendae*foon antsusty seanches whane usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2eeendhles orcesirwichCacaado CodoxoKick of a new proisct. Make chunoe111e salestorce servico vest coveragtFixing and Validating TextRelayService TesteCnlamkhur dor ihie Kranak lohoe hlhiwtAdhotv39m58mXtModtur Tatme Toxcsehireh*4 space...
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rapstomvewCoocWindowFV faVsco.is ~#12121 on JY-209 rapstomvewCoocWindowFV faVsco.is ~#12121 on JY-20963-folproidetWnceredonAeUsciko cooscrytrionyTeom.one>u Listeners>(D Metadata>E Miaraton>&a Pipedriveusehyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentontCDecmrate-cmwonnDeleteObjectstrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoebrseoemce.on© CachedCrmServiceDecoratoreCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpclass Service extends BaseService nol esents.Salesfonceintenface.SalesforceBatchsyncinterface,Suncimenta tles intentace.$ %SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensacecprosnae SaatchSrathoe© ProspectSearchStrategyinterclprowdwewe ehr nong PococdSalnator nhoPacolvoCommaoNamAp.Em.RemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.Casrchtaskiintertace.CayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacsкeaoreche ylookue htertaceSupports0briectTypeParseInterface.PasotalotaEnt/twManfoul.t5onTotonfaceVenyusxexsenrentocUst Keso Veconoanynaneoyrhartiruse Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu bim tor the old Note-takiina Tool*awen snt1 usageanivate conet nt hsei Wins teNeiheyih*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000M Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiDeleteObjectsTrait.php© Client.phpTO0У L7Inu cowoy 1o.45i+0.A SF fiminny@localhost)A console [STAGING)D0000Ty: 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 consoeleu.eeendhles orcesirwichAetew045 A1 A41 У 66 AГОШТОЕНВШІ714715-718719720BEERRBREBERRERTYNCAT(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 ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categories 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.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 Antéusty seanches whene usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Cachado Codo XoKick of a new aroisct. Make chunoee salestorce servico vest coveragtFixing and Validating TextRelayService TesteCnlamkhur dor ihie Kranak lohoe hlhiwtAdhotv40m59m• oNtwodtur Tasms Tox-se Whies...
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rapstomvewCoocWindowFV faVsco.is ~#12121 on JY-209 rapstomvewCoocWindowFV faVsco.is ~#12121 on JY-20963-folproidetWnceredonAeUsciko cooscrytrionyTeom.one>u Listeners>(D Metadata>E Miaraton>&a Pipedriveusehyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentontCDecmrate-cmwonnDeleteObjectstrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoebrseoemce.on© CachedCrmServiceDecoratoreCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpclass Service extends BaseService nol esents.Salesfonceintenface.SalesforceBatchsyncinterface,Suncimenta tles intentace.$ %SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensacecprosnae SaatchSrathoe© ProspectSearchStrategyinterclprowdwewe ehr nong PococdSalnator nhoPacolvoCommaoNamAp.Em.RemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.Casrchtaskiintertace.CayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacsкeaoreche ylookue htertaceSupports0briectTypeParseInterface.PasotalotaEnt/twManfoul.t5onTotonfaceVenyusxexsenrentocUst Keso Veconoanynaneoyrhartiruse Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu bim tor the old Note-takiina Tool*awen snt1 usageanivate conet nt hsei Wins teNeiheyih*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000M Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiDeleteObjectsTrait.php© Client.phpTO0У L7Inu cowoy 1o.45i+0.A SF fiminny@localhost)A console [STAGING)D0000Ty: 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 consoeleu.eeendhles orcesirwichAetew045 A1 A41 У 66 AГОШТОЕНВШІ714715-718719720BEERRBREBERRERTYNCAT(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 ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categories 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.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 Antéusty seanches whene usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Cachado Codo XoKick of a new aroisct. Make chunoee salestorce servico vest coveragtFixing and Validating TextRelayService TesteCnlamkhur dor ihie Kranak lohoe hlhiwtAdhotv40m59m• oNtwodtur Tasms Tox-se Whies...
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975827409_m1.jpg...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
|
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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}]...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
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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
ServiceTest
Run 'ServiceTest'
Debug 'ServiceTest'
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JetBrains AI
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iTerm2ShellEditViewSessionScriptsProfilesWindowHelp‹$0lahl100% <28 • Thu 28 May 16:44:02DOCKER881DEV (docker)-zsh#3XIt1DOCKER (docker-compose)kibana{"type" :"taskManager":"log""@timestamp":"2026-05-28T13:43:54Z","tags" : ["error","plugins""taskManager"],"pid" :7, "message": "Failed to pollfor work: Error: No Living connections"}docker_lamp_12026-05-28 13:43:49 Running ['artisan' mailbox:skip-lists:refresh] . 5s DONEdocker_lamp_1" '/usr/local/bin/php' 'artisan'mailbox:skip-lists:refresh> */proc/1/fd/1'2>&1kibana1 {"type": "log""@timestamp": "2026-05-28T13:43:55Z""tags": ["error","elasticsearch""data"], "pid":7,"message": "[ConnectionError]: getaddrinfo ENOTFOUNDelasticsearchelasticsearch:9200'}kibana{"type" : "log","@timestamp":"2026-05-28T13:43:57Z""tags" : ["warning","elasticsearch", "data"],"pid":7,'"message": "Unable to reviveconnection: [URL_WITH_CREDENTIALS] : ["warning","elasti"message": "No living connections"}kibana-{"type" : "log","@timestamp":"2026-05-28T13:43:57Z","tags": ["error","plugins","taskManager", "taskManager"], "pid":7, "message": "Failed to poll for work: Error: No Living connections"}kibana1 {"type": "log"., "@timestamp": "2026-05-28T13:43:58Z", "tags" : ["error", "elasticsearch",, "data"], "pid":7, "message" : "[ConnectionError]: getaddrinfo ENOTFOUND elasticsearchelasticsearch:9200"}kibana1 {"type": "log"."@timestamp":"2026-05-28T13:44:00Z""tags": ["error","elasticsearch", "data"], "pid" :7, "message": "[ConnectionError]: getaddrinfo ENOTFOUND elasticsearch elasticsearch:9200"}kibana{"type": "log", "@timestamp": "2026-05-28T13:44:00Z", "tags" : ["warning", "elasticsearch", "data"], "pid" :7,"message": "Unable to revive connection: [URL_WITH_CREDENTIALS] "tags" : ["warning", "elasticsearch", "data"], "pid":7, "message": "No living connections"}kibana1 {"type": "log".,"@timestamp":"2026-05-28T13:44:00Z","tags": ["error", "plugins","taskManager", "taskManager"], "pid" :7, "message": "Failed to poll for work: Error: No Living connections"}docker_lamp_11 2026-05-28 13:43:55 Running ['artisan' mailbox:batch:process --max-batcheS=15]6S DONEdocker_lamp_11 , '/usr/local/bin/php' 'artisan'mailbox:batch:process --max-batches=15 >'/proc/1/fd/1' 2>&1docker_lamp_1 |2026-05-28 13:44:01 Running ['artisan' mailbox:batch:retry-failed --max-batches=15] in background4.62ms DONEdocker_lamp_1 |" ('/usr/local/bin/php' 'artisan'mailbox:batch:retry-failed --max-batches=15 > '/proc/1/fd/1' 2>&1 ; '/usr/local/bin/php' 'artisan'schedule: finish"framework/schedule-390defd641effba0f73a895e426ded4cf2ba7f11" "$?") > '/dev/null' 2>&1 &DOCKER (docker-compose)screenpipe™O &4-zsh8512PROD (ssh)Run'do-release-upgrade' to upgrade to it.181ec2-user@ip-10-30-129-...886ec2-user@ip-10-30-140-...$7*** System restart required ***Last login: Wed May 27 06:47:29 2026 from 212.5.153.87lukas@jiminny-prod-bastion:~$13EU (ssh)Enable ESM Apps to receive additional future security updates.See [URL_WITH_CREDENTIALS] |T4 STAGE (-zsh)*** System restart required ***Last login: Mon May 18 06:46:53 2026 from 212.5.153.87ion: $ client_loop: send disconnect: Broken pipelukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~$ 0t5QA (-zsh)~$0T6FE (-zsh)lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ lPRODSTAGEFRONTENDX T7 EXT (-zsh)Lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ ПEXTENSIONV View in Docker Desktop• View ConfigL View Logsw Enable Watchd Detach...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
|
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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":0.070231445,"width":0.38597074,"height":0.92976856},"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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-7851921920897086523
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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 */
$stage = null;
if (isset($crmData['StageName'])...
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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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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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iTerm2ShellEditViewSessionScriptsProfilesWindowHelp‹$0(ahl100% C78 • Thu 28 May 16:44:08DOCKER881DEV (docker)₴2-zsh#3XIt1DOCKER (docker-compose)csearch""data"],"pid":7,"message": "Unable to reviveconnection: [URL_WITH_CREDENTIALS] : ["warning", "elasti"message":"No living connections"}{"type": "log""@timestamp": "2026-05-28T13:44:O0Z", "tags": ["error","plugins""taskManager"],"pid" :7, "message" : "Failed to poll for work: Error: No Living cdocker_lamp_12026-05-28 13:43:55 Running ['artisan' mailbox:batch:process --max-batche5=15]6s DONEdocker_lamp_111 '/usr/local/bin/php' 'artisan'mailbox:batch:process--max-batches=15 >'/proc/1/fd/1' 2>&1docker_lamp_12026-05-28 13:44:01 Running ['artisan' mailbox:batch:retry-failed --max-batches=15] in background4.62ms DONEdocker_lamp_11" ('/usr/local/bin/php' 'artisan' mailbox:batch:retry-failed--max-batche5=15 >'/proc/1/fd/1' 2>&1 ; '/usr/local/bin/php' 'artisan'ule-390defd641effba0f73a895e426ded4cf2ba7f11"schedule:finish"framework/sched"$?")> '/dev/null'2>&1 &kibanaI {"'type": "log""@timestamp":"2026-05-28T13:44:03Z", "tags" : ["error","elasticsearch", "data"], "pid":7, "message" : "[ConnectionError]: getaddrinfo ENOTFOUNDelasticsearch elasticsearch:9200"}kibana1 {"type": "log"., "@timestamp": "2026-05-28T13:44:03Z","tags" : ["warning","elasticsearch", "data"], "pid" :7,"message": "Unable to revive connection: [URL_WITH_CREDENTIALS] "2026-05-28T13:44:03Z" , "tags" : ["warning", "elasticsearch", "data"], "pid":7, "message": "No living connections"}kibana"taskManager"1 {"type":"log"., "@timestamp": "2026-05-28T13:44:03Z", "tags":["error","plugins"onnections"}',"taskManager"], "pid" :7, "message": "Failed to poll for work:Error: No Living ckibana1 {"'type": "1og".,"@timestamp":"2026-05-28T13:44:05Z", "tags": ["error","elasticsearch","data"], "pid" :7, "message": "[ConnectionError]: getaddrinfo ENOTFOUND elasticsearch elasticsearch:9200'}kibana1 {"'type": "log".,"@timestamp":"2026-05-28T13:44:06Z",,"tags" : ["warning", "elasticsearch", "data"], "pid":7, "message": "Unable to revive connection: [URL_WITH_CREDENTIALS] : ["warning", "elasticsearch", "data"],"pid":7, "message": "No living connections"}1 {"'type": "log"."tags": ["error"kibaskManagen', tastMan er g, etines tness: e 1 605287to poit 7, wor Eeori no Llugins"kibana1 {"type": "log"., "@timestamp": "2026-05-28T13:44:08Z", "tags": ["error","elasticsearch", "data"], "pid" :7, "message" : "[ConnectionError]: getaddrinfo ENOTFOUND elasticsearch elasticsearch:9200"3ec2-user@ip-10-30-129-...886ec2-user@ip-10-30-140-...₴7PROD*** System restart required ***Last login: Wed May 27 06:47:29 2026 from 212.5.153.87lukas@jiminny-prod-bastion:~$13EU (ssh)Enable ESM Apps to receive additional future security updates.See [URL_WITH_CREDENTIALS] |T4 STAGE (-zsh)*** System restart required ***Last login: Mon May 18 06:46:53 2026 from 212.5.153.87ion: $ client_loop: send disconnect: Broken pipelukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~$ 0Y5QA (-zsh)STAGE~$0T6FE (-zsh)lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ lFRONTENDX T7 EXT (-zsh)Lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ [EXTENSIONv View in Docker Desktop• View ConfigL View Logsw Enable Watchd Detach...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
|
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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},{"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}]...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
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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
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246
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21
Previous Highlighted Error...
|
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|
7032205405598293203
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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
ServiceTest
Run 'ServiceTest'
Debug 'ServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
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Code changed:
Hide
12
246
3
21
Previous Highlighted Error
iTerm2ShellEditViewSessionScriptsProfilesWindowHelp‹$0(ahlDOCKER (docker-compose)screenpipe"О 8412kibanacsearch"DOCKER881DEV (docker)₴2-zshDOCKER (docker-compose){"type" :"data"],"pid":7,'log""@timestamp"2026-05-28T13:44:12Z""tags" : ["warning""elastimessage":"Unable to reviveconnection: [URL_WITH_CREDENTIALS] "2026-05-28T13:44:12Z" , "tags" : ["warning", "elastimessage": "Noliving connections"}{"type" : "log""@timestamp":"2026-05-28T13:44:12Z", "tags" : ["error","plugins""taskManager"], "pid" :7, "message" : "Failedtopoll for work:Error: NoLiving connections"}kibana{"type":"log""@timestamp""2026-05-28T13:44:12Z""tags": ["error""elasticsearch",,"data"],"pid":7, "message";:"[ConnectionError]: getaddrinfoENOTFOUNDelasticsearchelasticsearch:9200"}kibana{"type""log""@timestamp""2026-05-28T13:44:13Z","tags": ["error""elasticsearch","data"],"pid":7,"message": "[ConnectionError]: getaddrinfo ENOTFOUNDelasticsearchelasticsearch:9200"}kibanatype'log""@timestamp2026-05-28T13:44:15Z""tags": ["error","elasticseo'-[EMAIL] (ssh)'do-release-upgrade' to upgrade to it.*** System restart required ***Lastlogin:Wed May 27 06:47:292026from 212.5.153.87lukas@jiminny-prod-bastion:~$ 0T3EU (ssh)Enable ESM Apps to receive additional futuresecurity updates.See [URL_WITH_CREDENTIALS] |100% C8• Thu 28 May 16:44:21181ec2-user@ip-10-30-140-...₴7PRODPS$I31Termonnections"}kibana{"type":"log"earch""@timestamp":"2026-05-28T13:44:18Z", "tags" : ["error","elastics,"data"], "pid":7,"message" : "[ConnectionError]: getaddrinfo ENOTFOUND elasticsearch elasticsearch:9200"'}kibana{"type" : "log","@timestamp":"2026-05-28T13:44:18Z""tags": ["warning","elasticsearch","data"], "pid" :7, "message": "Unable to revive connection: [URL_WITH_CREDENTIALS] "2026-05-28T13:44:18Z" , "tags" : ["warning", "elasti"pid":7, "message": "No living connections"}kibana{"type" :"log""@timestamp":"2026-05-28T13:44:18Z""tags": ["error","plugins""taskManager", "taskManager"],"pid" :7, "message": "Failed to pollfor work: Error: No Living connections"}docker-Lamp_12026-05-28 13:44:01 Running ['artisan'calendar:sync --dateMode=daily]2026-05-28 13:44:20 Jiminny\Jobs\Calendar\SyncCalendarEventsRUNNINGkibana{"type" :"log""@timestamp":"2026-05-28T13:44:20Z", "tags" : ["error","elasticsearch","data"], "pid" :7, "message": "[ConnectionError]: getaddrinfo ENOTFOUND elasticsearch elasticsearch:9200"}NT6FE (-zsh)lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ IFRONTENDX T7 EXT (-zsh)lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~ $ ПEXTENSIONView in Docker Desktop• View ConfigL View Logsw Enable Watchd Detach...
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faVsco.js – Service.php
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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_task189,8Virtual Machine Service for Docker86,8PhpStorm75,6WindowServer70,2replaydFirefoxCP Isolated Web ContentFirefox GPU HelperscreenpipeFirefoxFirefoxCP Isolated Web Contentlanguage_server_macos_armFirefoxCP Isolated Web ContentiTerm2FirefoxCP Isolated Web ContentlaunchservicesdFirefoxCP Isolated Web ContentActivity MonitorcoreaudiodSlack HelperSlack Helper (Renderer)FirefoxCP Isolated Web Contentcef_server Helper (Renderer)Control CentreWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentWispr FlowFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentCPU Time22:04:59,651:28:56,712:04:05,677:40:34,875:30:12,742:02,212:23:10,283:27:33,611:45:19,1716:35,545:32,8531:29,611:02:13,6128:59,1258:57,794:21,205:43,1855:45,5113:18,0356:07,5339:56,766:24,9019:25,733:02,4710:57,032:06,5422:09,7614:37,22System:User:Idle:Threads ‹ >0lahl100% CThu 28 May 16:44:29CPUMemoryIdle Wake-Ups EnergyKindAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleCPU LOADDisk54,64%45,13%0,23%Network% GPU0,00,04,253,60,00,09,50,00,00,00,00,00,30,00,00,00,00,03,70,00,00,00,00,00,00,00,00,0Threads:Processes:SearchGPU TimePID Userrootlukaslukas_windowserverlukaslukaslukaslukaslukaslukaslukaslukaslukaslukasrootlukaslukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_task189,8Virtual Machine Service for Docker86,8PhpStorm75,6WindowServer70,2replaydFirefoxCP Isolated Web ContentFirefox GPU HelperscreenpipeFirefoxFirefoxCP Isolated Web Contentlanguage_server_macos_armFirefoxCP Isolated Web ContentiTerm2FirefoxCP Isolated Web ContentlaunchservicesdFirefoxCP Isolated Web ContentActivity MonitorcoreaudiodSlack HelperSlack Helper (Renderer)FirefoxCP Isolated Web Contentcef_server Helper (Renderer)Control CentreWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentWispr FlowFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentCPU Time22:04:59,651:28:56,712:04:05,677:40:34,875:30:12,742:02,212:23:10,283:27:33,611:45:19,1716:35,545:32,8531:29,611:02:13,6128:59,1258:57,794:21,205:43,1855:45,5113:18,0356:07,5339:56,766:24,9019:25,733:02,4710:57,032:06,5422:09,7614:37,22System:User:Idle:Threads ‹ >0lahl100% CThu 28 May 16:44:29CPUMemoryIdle Wake-Ups EnergyKindAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleCPU LOADDisk54,64%45,13%0,23%Network% GPU0,00,04,253,60,00,09,50,00,00,00,00,00,30,00,00,00,00,03,70,00,00,00,00,00,00,00,00,0Threads:Processes:SearchGPU TimePID Userrootlukaslukas_windowserverlukaslukaslukaslukaslukaslukaslukaslukaslukaslukasrootlukaslukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975868848_m2.jpg...
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faVsco.js – Service.php
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rnostolFV faVsco.is ~#12121 on JY-20963-fix-imProi rnostolFV faVsco.is ~#12121 on JY-20963-fix-imProinet vsuwice.phpWnceredonAe>( Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentondCDecmrate-cmwonnDeleteObjectstrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoebrseoemce.on© CachedCrmServiceDecoratoreCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohMatchDomainsy Emalnterta.C@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpUsciko cooscrytrionyTeom.oney kemetonsuser.cprosnae SaatchSrathoe© ProspectSearchStrategyintercprowdweeeeir dodg PococdSalnator nhoPacolvoCommaoNamAp.Em.class Service extends BaseService nol esents.Salesfonceintenface.SalesforceBatchsyncinterface,Suncimenta tles intentace.SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensaceRemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.SearchTaskIntenface,CayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacsкeaoreche ylookue htertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterfaceVenyusxexsenrentocUst Koso Veronoanynaneoychartrause Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu Bioit for the 0ld Note-Taksina Tool*awennh1 usageanivate conet nt hsei Wins teNeiheyih*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiDeleteObjectsTrait.php© Client.php100% L74o Inu co moy 10:44:20ServiceTest :Q+0.A SF fiminny@localhost)A console [STAGING)D0000Ty: 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,eeendhlesOrcherwichAetew045 A1 A41 У 66 AГОШТОЕНВШІ714715-718719720BEERRBREBERRERTYNCAT(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 ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categories 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 desci* fron users where toam.id = 1 and 3d TN 618608, 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 RROQ2Cacaado CodoxoKick of a new aroisct. Make chunoee salestorce servico vest coveragtFixing and Validating TextRelayService TesteCnlamkhur dor ihie Kranak lohoe hlhiwt" PodnAdhotv• oNtwodtur Tasms Tox-se Whies...
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rnostolFV faVsco.is ~#12121 on JY-20963-fix-imProi rnostolFV faVsco.is ~#12121 on JY-20963-fix-imProinet vsuwice.phpWnceredonAe>( Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentondCDecmrate-cmwonnDeleteObjectstrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoebrseoemce.on© CachedCrmServiceDecoratoreCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohMatchDomainsy Emalnterta.C@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpUsciko cooscrytrionyTeom.oney kemetonsuser.cprosnae SaatchSrathoe© ProspectSearchStrategyintercprowdweeeeir dodg PococdSalnator nhoPacolvoCommaoNamAp.Em.class Service extends BaseService nol esents.Salesfonceintenface.SalesforceBatchsyncinterface,Suncimenta tles intentace.SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensaceRemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.SearchTaskIntenface,CayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacsкeaoreche ylookue htertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterfaceVenyusxexsenrentocUst Koso Veronoanynaneoychartrause Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu Bioit for the 0ld Note-Taksina Tool*awennh1 usageanivate conet nt hsei Wins teNeiheyih*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiDeleteObjectsTrait.php© Client.php100% L74o Inu co moy 10:44:20ServiceTest :Q+0.A SF fiminny@localhost)A console [STAGING)D0000Ty: 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,eeendhlesOrcherwichAetew045 A1 A41 У 66 AГОШТОЕНВШІ714715-718719720BEERRBREBERRERTYNCAT(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 ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categories 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 desci* fron users where toam.id = 1 and 3d TN 618608, 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 RROQ2Cacaado CodoxoKick of a new aroisct. Make chunoee salestorce servico vest coveragtFixing and Validating TextRelayService TesteCnlamkhur dor ihie Kranak lohoe hlhiwt" PodnAdhotv• oNtwodtur Tasms Tox-se Whies...
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NULL
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NULL
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NULL
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NULL
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86082
|
2954
|
6
|
2026-05-28T13:44:32.258828+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975872258_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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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_task189,8Virtual Machine Service for Docker86,8PhpStorm75,6WindowServer70,2replaydFirefoxCP Isolated Web ContentFirefox GPU HelperscreenpipeFirefoxFirefoxCP Isolated Web Contentlanguage_server_macos_armFirefoxCP Isolated Web ContentiTerm2FirefoxCP Isolated Web ContentlaunchservicesdFirefoxCP Isolated Web ContentActivity MonitorcoreaudiodSlack HelperSlack Helper (Renderer)FirefoxCP Isolated Web Contentcef_server Helper (Renderer)Control CentreWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentWispr FlowFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentCPU Time22:04:59,651:28:56,712:04:05,677:40:34,875:30:12,742:02,212:23:10,283:27:33,611:45:19,1716:35,545:32,8531:29,611:02:13,6128:59,1258:57,794:21,205:43,1855:45,5113:18,0356:07,5339:56,766:24,9019:25,733:02,4710:57,032:06,5422:09,7614:37,22System:User:Idle:Threads CPUMemoryIdle Wake-Ups EnergyKindAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleCPU LOADDisk51,23%48,77%0,00%Network% GPU0,00,04,253,60,00,09,50,00,00,00,00,00,30,00,00,00,00,03,70,00,00,00,00,00,00,00,00,0Threads:Processes:GPU Time‹ >0 (hlPID % CThu 28 May 16:44:31SearchUserrootlukaslukas_windowserverlukaslukaslukaslukaslukaslukaslukaslukaslukaslukasrootlukaslukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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NULL
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404109252785519537
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NULL
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click
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ocr
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NULL
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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_task189,8Virtual Machine Service for Docker86,8PhpStorm75,6WindowServer70,2replaydFirefoxCP Isolated Web ContentFirefox GPU HelperscreenpipeFirefoxFirefoxCP Isolated Web Contentlanguage_server_macos_armFirefoxCP Isolated Web ContentiTerm2FirefoxCP Isolated Web ContentlaunchservicesdFirefoxCP Isolated Web ContentActivity MonitorcoreaudiodSlack HelperSlack Helper (Renderer)FirefoxCP Isolated Web Contentcef_server Helper (Renderer)Control CentreWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentWispr FlowFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentCPU Time22:04:59,651:28:56,712:04:05,677:40:34,875:30:12,742:02,212:23:10,283:27:33,611:45:19,1716:35,545:32,8531:29,611:02:13,6128:59,1258:57,794:21,205:43,1855:45,5113:18,0356:07,5339:56,766:24,9019:25,733:02,4710:57,032:06,5422:09,7614:37,22System:User:Idle:Threads CPUMemoryIdle Wake-Ups EnergyKindAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleCPU LOADDisk51,23%48,77%0,00%Network% GPU0,00,04,253,60,00,09,50,00,00,00,00,00,30,00,00,00,00,03,70,00,00,00,00,00,00,00,00,0Threads:Processes:GPU Time‹ >0 (hlPID % CThu 28 May 16:44:31SearchUserrootlukaslukas_windowserverlukaslukaslukaslukaslukaslukaslukaslukaslukaslukasrootlukaslukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
|
86080
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NULL
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NULL
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NULL
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|
86094
|
2954
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12
|
2026-05-28T13:45:04.179488+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975904179_m1.jpg...
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PhpStorm
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faVsco.js – Service.php
|
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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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormWindowServerVirtual Machine Service for DockerscreenpipeFirefoxCP Isolated Web ContentreplaydFirefoxmds_storesFirefox GPU HelperFirefoxCP Isolated Web ContentSlack HelpelSlack Heiper (Renderer)Control CentreWispr Flow Helper (Renderer)language_server_macos_armcorebrightnessdFirefoxCP Isolated Web ContentWispr FlowFirefoxCP Isolated Web ContentPerfPowerServiceslogdFirefoxCP Isolated Web ContentPSPhpStorm211,3122,160,659,149,038,437,731,817,312,69,65,14,13,43,12,92,32,32,12,01,91,71,7CPU Time22:06:06,642:04:49,427:40:52,351:29:14,453:27:47,414:25,215:30:28,871:45:24,901:02:33,532:23:14,6731:32,43802:15,33$113:19,5556:08,8519:26,583:03,545:35,222:26,0414:38,012:07,2416:36,241:40,6314:57,2229:00,73System:User:Idle:Threads CPUMemoryIdle Wake-Ups .82%44,77%1,41%EnergyDiskNetworkKind% GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,04,741,40,00,00,00,00,00,05,10,00,30,00,00,00,00,00,00,00,00,00,00,0CPU LOADThreads:Processes:GPU Time0,005:53,293:14:54,490,005:03,900,000,000,040,0023:50,720,000,000,040,000,000,000,000,000,000,000,000,00‹ >0 (hlPID N Userrootlukaswindowserverlukaslukaslukaslukaslukasrootlukaslukaslukaslukaslukaslukasrootlukaslukaslukasrootrootlukas100% C8• Thu 28 May 16:45:03Search...
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NULL
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2213492328931145150
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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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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormWindowServerVirtual Machine Service for DockerscreenpipeFirefoxCP Isolated Web ContentreplaydFirefoxmds_storesFirefox GPU HelperFirefoxCP Isolated Web ContentSlack HelpelSlack Heiper (Renderer)Control CentreWispr Flow Helper (Renderer)language_server_macos_armcorebrightnessdFirefoxCP Isolated Web ContentWispr FlowFirefoxCP Isolated Web ContentPerfPowerServiceslogdFirefoxCP Isolated Web ContentPSPhpStorm211,3122,160,659,149,038,437,731,817,312,69,65,14,13,43,12,92,32,32,12,01,91,71,7CPU Time22:06:06,642:04:49,427:40:52,351:29:14,453:27:47,414:25,215:30:28,871:45:24,901:02:33,532:23:14,6731:32,43802:15,33$113:19,5556:08,8519:26,583:03,545:35,222:26,0414:38,012:07,2416:36,241:40,6314:57,2229:00,73System:User:Idle:Threads CPUMemoryIdle Wake-Ups .82%44,77%1,41%EnergyDiskNetworkKind% GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,04,741,40,00,00,00,00,00,05,10,00,30,00,00,00,00,00,00,00,00,00,00,0CPU LOADThreads:Processes:GPU Time0,005:53,293:14:54,490,005:03,900,000,000,040,0023:50,720,000,000,040,000,000,000,000,000,000,000,000,00‹ >0 (hlPID N Userrootlukaswindowserverlukaslukaslukaslukaslukasrootlukaslukaslukaslukaslukaslukasrootlukaslukaslukasrootrootlukas100% C8• Thu 28 May 16:45:03Search...
|
86092
|
NULL
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NULL
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NULL
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|
86095
|
2955
|
8
|
2026-05-28T13:45:04.728586+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975904728_m2.jpg...
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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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rapstomvewCoocWindowFV faVsco.is ~#12121 on JY-209 rapstomvewCoocWindowFV faVsco.is ~#12121 on JY-20963-folproidetWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentondCDecmrate-cmwonnDeleteObjectstrait.phpcFadse intonsrno© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoeoreseviceon© CachedCrmServiceDecoratoreCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo# ProsnectSearchScope.phpUsciko cooscrytrionyTeom.oneusehclass Service extends BaseService nol esents.Salesfonceintenface.SalesforceBatchsyncinterface,Suncimenta tles intentace.$ %SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensacecprosnae SaatchSrathoe© ProspectSearchStrategyintercprowdweeeeir dodg PococdSalnator nhoPacolvoCommaoNamAp.Em.RemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.Caarchtaskintertace,CayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacsкeaoreche ylookue htertaceSupports0briectTypeParseInterface.PasotalotaEnt/twManfoul.t5onTotonfaceVenyusxexsenrentocUst Keso Veconoanynaneoyrhartiruse Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu bim tor the old Note-takiina Tool*awennh1 usagoanivate conet nt hsei Wins teNeiheyih*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiDeleteObjectsTrait.php© Client.phpTO0У L7Inu cowoy 10.40.0"+0.A SF fiminny@localhost)A console [STAGING)D0000Ty: 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,eeendhlesOrcherwich045 A1 A41 У 66 AГОШТОЕНВШІ714715-718719720BEERRBREBERRERTYNCAT(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 ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categories 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.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 Antéusty seanches whene usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Cachado Codo XoKick of a new aroisct. Make chunoeca Salesforca Servico Test Coverao.C Fixing and Validating TextRelayService Testsc, Hubspol Poling Lock AnalystCnlamkhur dor ihie Kranak lohoe hlhiwt" PodnAdhotvNtwodtur Tasms Tox-se Whies...
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NULL
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7721605764817278951
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NULL
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visual_change
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ocr
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NULL
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rapstomvewCoocWindowFV faVsco.is ~#12121 on JY-209 rapstomvewCoocWindowFV faVsco.is ~#12121 on JY-20963-folproidetWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentondCDecmrate-cmwonnDeleteObjectstrait.phpcFadse intonsrno© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoeoreseviceon© CachedCrmServiceDecoratoreCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo# ProsnectSearchScope.phpUsciko cooscrytrionyTeom.oneusehclass Service extends BaseService nol esents.Salesfonceintenface.SalesforceBatchsyncinterface,Suncimenta tles intentace.$ %SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensacecprosnae SaatchSrathoe© ProspectSearchStrategyintercprowdweeeeir dodg PococdSalnator nhoPacolvoCommaoNamAp.Em.RemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.Caarchtaskintertace,CayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacsкeaoreche ylookue htertaceSupports0briectTypeParseInterface.PasotalotaEnt/twManfoul.t5onTotonfaceVenyusxexsenrentocUst Keso Veconoanynaneoyrhartiruse Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu bim tor the old Note-takiina Tool*awennh1 usagoanivate conet nt hsei Wins teNeiheyih*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiDeleteObjectsTrait.php© Client.phpTO0У L7Inu cowoy 10.40.0"+0.A SF fiminny@localhost)A console [STAGING)D0000Ty: 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,eeendhlesOrcherwich045 A1 A41 У 66 AГОШТОЕНВШІ714715-718719720BEERRBREBERRERTYNCAT(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 ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categories 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.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 Antéusty seanches whene usen $a = 71852.*Eoon sctkusty coanch Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Cachado Codo XoKick of a new aroisct. Make chunoeca Salesforca Servico Test Coverao.C Fixing and Validating TextRelayService Testsc, Hubspol Poling Lock AnalystCnlamkhur dor ihie Kranak lohoe hlhiwt" PodnAdhotvNtwodtur Tasms Tox-se Whies...
|
86093
|
NULL
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NULL
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NULL
|
|
86096
|
2954
|
13
|
2026-05-28T13:45:07.348260+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975907348_m1.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
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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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormVirtual Machine Service for DockerWindowServerreplaydFirefoxCP Isolated Web Contentmds_storesFirefoxscreenpipeFirefox GPU HelperFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentlaunchservicesdiTerm2FirefoxCP Isolated Web ContentcoreaudiodSlack HelperNotion Calendar Helper (Renderer)Activity MonitorSlack Helper (Renderer)language_server_macos_armPerfPowerServicesWispr Flow Helper (Renderer)SlackFirefoxCP Isolated Web ContentWispr FlowlaunchdFirefoxCP Isolated Web Content195,884,571,257,255,332,628,118,314,710,49,78,48,15,45,25,14,54,34,03,63,43,33,12,92,72,52,32,1CPU Time22:06:17,082:04:53,931:29:18,257:40:55,405:30:31,824:26,951:02:35,031:45:25,883:27:48,192:23:15,2329:01,2531:32,8858:59,651:02:15,6216:36,5255:47,5113:19,799:30,305:45,6156:09,045:35,411:40,803:03,7012:51,3739:57,372:07,3818:13,9710:57,75System:User:Idle:Threads lahl100% CThu 28 May 16:45:06CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,05,40,047,10,00,00,00,00,06,10,00,00,00,40,00,03,70,00,00,00,00,00,00,00,00,00,00,051,13%48,05%0,82%CPU LOADThreads:Processes:SearchGPU Time0,005:53,300,003:14:55,440,000,000,000,045:03,9023:50,900,000,000,0017,510,000,005:46,420,000,000,000,000,000,000,050,000,000,000,00PID Userrootlukaslukas_windowserverlukaslukasrootlukaslukaslukaslukaslukasrootlukaslukas_coreaudiodlukaslukaslukaslukaslukasrootlukaslukaslukaslukasrootlukas...
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NULL
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1919393326222690823
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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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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormVirtual Machine Service for DockerWindowServerreplaydFirefoxCP Isolated Web Contentmds_storesFirefoxscreenpipeFirefox GPU HelperFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentlaunchservicesdiTerm2FirefoxCP Isolated Web ContentcoreaudiodSlack HelperNotion Calendar Helper (Renderer)Activity MonitorSlack Helper (Renderer)language_server_macos_armPerfPowerServicesWispr Flow Helper (Renderer)SlackFirefoxCP Isolated Web ContentWispr FlowlaunchdFirefoxCP Isolated Web Content195,884,571,257,255,332,628,118,314,710,49,78,48,15,45,25,14,54,34,03,63,43,33,12,92,72,52,32,1CPU Time22:06:17,082:04:53,931:29:18,257:40:55,405:30:31,824:26,951:02:35,031:45:25,883:27:48,192:23:15,2329:01,2531:32,8858:59,651:02:15,6216:36,5255:47,5113:19,799:30,305:45,6156:09,045:35,411:40,803:03,7012:51,3739:57,372:07,3818:13,9710:57,75System:User:Idle:Threads lahl100% CThu 28 May 16:45:06CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,05,40,047,10,00,00,00,00,06,10,00,00,00,40,00,03,70,00,00,00,00,00,00,00,00,00,00,051,13%48,05%0,82%CPU LOADThreads:Processes:SearchGPU Time0,005:53,300,003:14:55,440,000,000,000,045:03,9023:50,900,000,000,0017,510,000,005:46,420,000,000,000,000,000,000,050,000,000,000,00PID Userrootlukaslukas_windowserverlukaslukasrootlukaslukaslukaslukaslukasrootlukaslukas_coreaudiodlukaslukaslukaslukaslukasrootlukaslukaslukaslukasrootlukas...
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NULL
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NULL
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NULL
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NULL
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86097
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2955
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9
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2026-05-28T13:45:09.087880+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975909087_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'...
|
[{"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}]...
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-5925516468550469094
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typing_pause
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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
ServiceTest
Run 'ServiceTest'
Debug 'ServiceTest'
rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lProinet vWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentondCDecmrate-cmwonnDeleteObjectstrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoebrseoemce.onwchcimseneorconoeCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpUeerRokObserver.onpyTeom.oneuseh3 Бclass Service extends BaseServce inolements.Salesfonceintenface.cprosnae SaatchSrathoe© ProspectSearchStrategyintercprowdweeeeir dodg PococdSalnator nhoPacolvoCommaoNamAp.Em.SalesforceBatchsyncinterface,Suncimenta tles intentace.SynccrmProf1LeRecordtypesinterfaceonorrchus nesspracessesiintentaceRemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.CaerchitiknrcrrdceCayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacsкeaoreche ylookue htertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterfaceVenyusxexsenrentocUst Koso Veronoanynaneoychartrause Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu Bioit for the 0ld Note-Taksina Tool*awennh1 usageanivate conet nt isei Wiii nhey*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiDeleteObjectsTrait.php© Client.php•• Thu 28 May 16:45:09ServiceTest+0.A SF fiminny@localhost)A console [STAGING)D0000Ty: 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,eeendhlesOrcherwich045 A1 A41 У 66 AГОШТОЕНВШІ714715-718719720BEERRBREBERRERTYNCAT(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 ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categories 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.id = 1 and 3d TN (18688, 13934, 2169):*£ron activities where usen 1a = 7169 onder 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 RROQ2Cacaado CodoxoKick of a new proisct. Make chunoeca Salesforca Servico Test Coverao.C Fixing and Validating TextRelayService Testsc, Hubspol Poling Lock AnalystCeletm kur don ihie Wranah Al oboee thalhmiewoheth" PodnAdhotvXtModtur Tatme Toxcsehirehensd....
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NULL
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NULL
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NULL
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NULL
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86098
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2954
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14
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2026-05-28T13:45:11.182688+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975911182_m1.jpg...
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PhpStorm
|
faVsco.js – Service.php
|
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...
|
[{"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, 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,"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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-3986301007428073024
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typing_pause
|
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
Activity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormnsattributedstringagentVirtual Machine Service for DockerscreenpipereplaydWindowServerFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentcoreaudiodFirefoxiTerm2CursorUlViewService (Not Responding)Slack HelperActivity MonitorSlack Helper (Renderer)FirefoxCP Isolated Web Contentcef_server Helper (Renderer)ClaudeWispr Flownsattributedstringagent Web ContentWispr Flow Helper (Renderer)launchservicesdFirefox GPU Helpercef_server Helper (GPU)Notion Calendar Helper (Renderer)FirefoxCP Isolated Web Contentlanguage_server_macos_arm203,3131,267,463,756,747,743,310,29,27,57,25,05,04,94,94,24,04,03,33,23,23,13,02,92,82,62,42,4CPU Time22:06:27,962:05:00,954,361:29:21,663:27:51,235:30:34,377:40:57,724:27,4931:33,3755:47,911:45:26,261:02:15,885:41,8413:20,055:45,8756:09,2729:01,466:25,5327:51,462:07,550,473:03,8758:59,812:23:15,385:54,009:30,4414:38,245:35,53System:User:Idle:Threads alol100% CThu 28 May 16:45:10CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple47,24%52,53%0,23%0,06,40,00,00,00,052,70,00,00,00,00,40,04,10,00,00,00,00,00,00,00,00,05,90,30,00,00,0CPU LOADThreads:Processes:SearchGPU Time0,005:53,450,000,005:03,900,003:14:56,390,000,000,000,0417,510,005:46,500,000,000,000,000,000,000,000,000,0023:50,931:42,430,000,000,00PID Userrootlukaslukaslukaslukaslukas_windowserverlukaslukas_coreaudiod...
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86096
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NULL
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NULL
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NULL
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86099
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2955
|
10
|
2026-05-28T13:45:12.647803+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975912647_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
1
|
NULL
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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
ServiceTest
Run 'ServiceTest'
Debug 'ServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification...
|
[{"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},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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6806313800532383212
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-8129894190043395130
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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
ServiceTest
Run 'ServiceTest'
Debug 'ServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
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rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lProinet vWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentondCDecmrate-cmwonnDeleteObjectstrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoebrseoemce.onwchcimseneorconoeCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpUeerRokObserver.onpyTeom.oneuseh3 Бclass Service extends BaseServce inolements.Salesfonceintenface.cprosnae SaatchSrathoe© ProspectSearchStrategyintercprowdweeeeir dodg PococdSalnator nhoPacolvoCommaoNamAp.Em.SalesforceBatchsyncinterface,Suncimenta tles intentace.SynccrmProf1LeRecordtypesinterfaceonorrchus nesspracessesiintentaceRemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.CaerchitiknrcrrdceCayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacsкeaoreche ylookue htertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterfaceVenyusxexsenrentocUst Koso Veronoanynaneoychartrause Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu Bioit for the 0ld Note-Taksina Tool*awennh1 usageanivate conet nt isei Wiii nhey*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiDeleteObjectsTrait.php© Client.php•• Thu 28 May 16:45:12ServiceTest+0.A SF fiminny@localhost)A console [STAGING)D0000Ty: 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,eeendhlesOrcherwich045 A1 A41 У 66 AГОШТОЕНВШІ714715-718719720BEERRBREBERRERTYNCAT(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 ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categories 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.id = 1 and 3d TN (18688, 13934, 2169):*£ron activities where usen 1a = 7169 onder 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 RROQ2Cacaado CodoxoKick of a new proisct. Make chunoeca Salesforca Servico Test Coverao.C Fixing and Validating TextRelayService Testsc, Hubspol Poling Lock AnalystCnletm kur don ihie tranah Alohoee hlhmiewhe th deee nnn" PodnAdhotvXtModtur 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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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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Activity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormnsattributedstringagentVirtual Machine Service for DockerscreenpipereplaydWindowServerFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentcoreaudiodFirefoxiTerm2CursorUlViewService (Not Responding)Slack HelperActivity MonitorSlack Helper (Renderer)FirefoxCP Isolated Web Contentcef_server Helper (Renderer)ClaudeWispr Flownsattributedstringagent Web ContentWispr Flow Helper (Renderer)launchservicesdFirefox GPU Helpercef_server Helper (GPU)Notion Calendar Helper (Renderer)FirefoxCP Isolated Web Contentlanguage_server_macos_arm203,3131,267,463,756,747,743,310,29,27,57,25,05,04,94,94,24,04,03,33,23,23,13,02,92,82,62,42,4CPU Time22:06:27,962:05:00,954,361:29:21,663:27:51,235:30:34,377:40:57,724:27,4931:33,3755:47,911:45:26,261:02:15,885:41,8413:20,055:45,8756:09,2729:01,466:25,5327:51,462:07,550,473:03,8758:59,812:23:15,385:54,009:30,4414:38,245:35,53System:User:Idle:Threads alol100% CThu 28 May 16:45:14CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple42,78%48,91%8,31%0,06,40,00,00,00,052,70,00,00,00,00,40,04,10,00,00,00,00,00,00,00,00,05,90,30,00,00,0CPU LOADThreads:Processes:SearchGPU Time0,005:53,450,000,005:03,900,003:14:56,390,000,000,000,0417,510,005:46,500,000,000,000,000,000,000,000,000,0023:50,931:42,430,000,000,00PID Userrootlukaslukaslukaslukaslukas_windowserverlukaslukas_coreaudiod...
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rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-209 rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lProinet vWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentondCDecmrate-cmwonnDeleteObjectstrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoebrseoemce.onwchcimseneorconoeCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpUeerRokObserver.onpyTeom.oneuseh3 Бclass Service extends BaseServce inolements.Salesfonceintenface.cprosnae SaatchSrathoe© ProspectSearchStrategyintercprowdweeeeir dodg PococdSalnator nhoPacolvoCommaoNamAp.Em.SalesforceBatchsyncinterface,Suncimenta tles intentace.SynccrmProf1LeRecordtypesinterfaceonorrchus nesspracessesiintentaceRemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.CaerchitiknrcrrdceCayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacsкeaoreche ylookue htertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterfaceVenyusxexsenrentocUst Koso Veronoanynaneoychartrause Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu Bioit for the 0ld Note-Taksina Tool*awennh1 usageanivate conet nt isei Wiii nhey*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiDeleteObjectsTrait.php© Client.php•• Thu 28 May 16:45:14ServiceTest+0.A SF fiminny@localhost)A console [STAGING)D0000Ty: 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,eeendhlesOrcherwich045 A1 A41 У 66 AГОШЕОЕНВШІ714715-718719720BEERRBREBERRERTYNCAT(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 ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categories 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.id = 1 and 3d TN (18688, 13934, 2169):*£ron activities where usen 1a = 7169 onder 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 RROQ2Cacaado CodoxoKick of a new proisct. Make chunoeca Salesforca Servico Test Coverao.C Fixing and Validating TextRelayService Testsc, Hubspol Poling Lock AnalystCnletm kur don ihie tranah Alohoee hlhmiewhe th deee nnn" PodnAdhotvXtModtur Tatme Toxcsehireh*4 space...
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rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-209 rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lProinet vWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentondCDecmrate-cmwonnDeleteObjectstrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoebrseoemce.onwchcimseneorconoeCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpUeerRokObserver.onpyTeom.oneuseh3 Бclass Service extends BaseServce inolements.Salesfonceintenface.cprosnae SaatchSrathoe© ProspectSearchStrategyintercprowdweeeeir dodg PococdSalnator nhoPacolvoCommaoNamAp.Em.SalesforceBatchsyncinterface,Suncimenta tles intentace.SynccrmProf1LeRecordtypesinterfaceonorrchus nesspracessesiintentaceRemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.CaerchitiknrcrrdceCayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacsкeaoreche ylookue htertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterfaceVenyusxexsenrentocUst Koso Veronoanynaneoychartrause Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu Bioit for the 0ld Note-Taksina Tool*awennh1 usageanivate conet nt isei Wiii nhey*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiDeleteObjectsTrait.php© Client.php•• Thu 28 May 16:45:14ServiceTest+0.A SF fiminny@localhost)A console [STAGING)D0000Ty: 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,eeendhlesOrcherwich045 A1 A41 У 66 AГОШЕОЕНВШІ714715-718719720BEERRBREBERRERTYNCAT(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 ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categories 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.id = 1 and 3d TN (18688, 13934, 2169):*£ron activities where usen 1a = 7169 onder 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 RROQ2Cacaado CodoxoKick of a new proisct. Make chunoeca Salesforca Servico Test Coverao.C Fixing and Validating TextRelayService Testsc, Hubspol Poling Lock AnalystCnletm kur don ihie tranah Alohoee hlhmiewhe th deee nnn" PodnAdhotvXtModtur Tatme Toxcsehireh*4 space...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
|
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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}]...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
|
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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":0.070231445,"width":0.38597074,"height":0.92976856},"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 */
$stage = null;
if (isset($crmData['StageName'])...
|
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|
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faVsco.js – Service.php
|
1
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Activity MonitorFileEditWindowActivity MonitorAll Activity MonitorFileEditWindowActivity MonitorAll ProcessesProcess Namekernel_taskPhpStormVirtual Machine Service for DockerreplaydWindowServerscreenpipeFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxiTerm2coreaudiodSlack HelperActivity MonitorSlack Helper (Renderer)cef_server Helper (Renderer)language_server_macos_armFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentViewHelp% CPUWispr Flow Helper (Renderer)CursorUlViewService (Not Responding)cef_server Helper (GPU)ClaudeFirefoxCP Isolated Web ContentFirefox GPU HelperNotion Helper (Renderer)FirefoxCP Isolated Web Content180,8139,1109,247,240,439,37,97,47,05,55,04,84,54,13,93,73,63,33,23,22,92,82,72,52,42,32,22,2CPU Time22:06:47,112:05:15,401:29:32,575:30:40,737:41:01,533:27:57,104:28,4031:34,221:45:27,141:02:16,4455:48,4413:20,565:46,3556:09,706:25,895:35,9016:37,0214:38,5422:10,463:15,603:04,185:41,995:54,2827:51,6939:57,692:23:15,6423:33,1423:32,43System:User:Idle:Threads alol100% CThu 28 May 16:45:20CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind% GPU AppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,06,80,00,045,70,00,00,00,00,40,03,80,00,00,00,00,00,00,00,00,00,00,50,00,03,70,00,040,90%48,79%10,31%CPU LOADThreads:Processes:SearchGPU Time0,005:53,890,000,003:14:58,065:03.900,000,000,0417,530,005:46,650,000,000,000,000,000,000,000,000,000,001:42,500,000,0023:50,950,000,00PID Userrootlukaslukaslukas_windowserverlukaslukaslukaslukaslukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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Activity MonitorFileEditWindowActivity MonitorAll Activity MonitorFileEditWindowActivity MonitorAll ProcessesProcess Namekernel_taskPhpStormVirtual Machine Service for DockerreplaydWindowServerscreenpipeFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxiTerm2coreaudiodSlack HelperActivity MonitorSlack Helper (Renderer)cef_server Helper (Renderer)language_server_macos_armFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentViewHelp% CPUWispr Flow Helper (Renderer)CursorUlViewService (Not Responding)cef_server Helper (GPU)ClaudeFirefoxCP Isolated Web ContentFirefox GPU HelperNotion Helper (Renderer)FirefoxCP Isolated Web Content180,8139,1109,247,240,439,37,97,47,05,55,04,84,54,13,93,73,63,33,23,22,92,82,72,52,42,32,22,2CPU Time22:06:47,112:05:15,401:29:32,575:30:40,737:41:01,533:27:57,104:28,4031:34,221:45:27,141:02:16,4455:48,4413:20,565:46,3556:09,706:25,895:35,9016:37,0214:38,5422:10,463:15,603:04,185:41,995:54,2827:51,6939:57,692:23:15,6423:33,1423:32,43System:User:Idle:Threads alol100% CThu 28 May 16:45:20CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind% GPU AppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,06,80,00,045,70,00,00,00,00,40,03,80,00,00,00,00,00,00,00,00,00,00,50,00,03,70,00,040,90%48,79%10,31%CPU LOADThreads:Processes:SearchGPU Time0,005:53,890,000,003:14:58,065:03.900,000,000,0417,530,005:46,650,000,000,000,000,000,000,000,000,000,001:42,500,000,0023:50,950,000,00PID Userrootlukaslukaslukas_windowserverlukaslukaslukaslukaslukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779975921133_m2.jpg...
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faVsco.js – Service.php
|
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rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-209 rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lProinet vWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerce traitsCleentondCDecmrate-cmwonnDeleteObjectstrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoeoreseviceonwchcimseneorconoeCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpUeerRokObserver.ohpyTeom.oneuser.3 Бclass Service extends BaseServce inolements.Salesfonceintenface.cprosnae SaatchSrathoe© ProspectSearchStrategyinterclprowdwewe ehr nong PococdSalnator nhoPacolvoCommaoNamAp.Em.SalesforceBatchsyncinterface,Suncimenta tles intentace.SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensaceRemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.CaerchitiknrcrrdceCayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacsкeaoreche ylookue htertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterfaceVenyusxexsenrentocUst Koso Veronoanynaneoychartrause Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu Bioit for the 0ld Note-Taksina Tool*awen snt1 usageanivate conet nt isei Wiii nhey*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiServiceTestDeleteObjectsTrait.php© Client.php• Thu 28 May 16:45:21+0.A SF fiminny@localhost)A console [STAGING)D0000Ty: 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 fiaumeeendhlesOrcherwichAetew045 A1 A41 У 66 AГОШТОЕНВШІ714715-718719720BEERRBREBERRERTYNCAT(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 ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categories 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.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 Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Cacaado CodoxoKick off a new oro© Fixcing and Validating TextRelayService TestsExplain to me how does this branch dift solves the issue with. ls the description: When an opportunity is deletedton joo runs, scuvides unhe delated omno tiaity euiaino a forkian teu consteiat vialutionscurs in Salesforco:importOpportunity (and similar methods for Lead, Account, Contact):sforce returns a record with isDeleted = true, the code:neoendsdieobjectdeletion (because IsDeleted = true• муо оон e outin bocd on Aey o uoen be etete o oa tu t ne longr oitein theAdhotvXtModtur Tatme Toxcsehireh*4 space...
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rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-209 rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lProinet vWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerce traitsCleentondCDecmrate-cmwonnDeleteObjectstrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoeoreseviceonwchcimseneorconoeCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpUeerRokObserver.ohpyTeom.oneuser.3 Бclass Service extends BaseServce inolements.Salesfonceintenface.cprosnae SaatchSrathoe© ProspectSearchStrategyinterclprowdwewe ehr nong PococdSalnator nhoPacolvoCommaoNamAp.Em.SalesforceBatchsyncinterface,Suncimenta tles intentace.SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensaceRemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.CaerchitiknrcrrdceCayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacsкeaoreche ylookue htertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterfaceVenyusxexsenrentocUst Koso Veronoanynaneoychartrause Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu Bioit for the 0ld Note-Taksina Tool*awen snt1 usageanivate conet nt isei Wiii nhey*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiServiceTestDeleteObjectsTrait.php© Client.php• Thu 28 May 16:45:21+0.A SF fiminny@localhost)A console [STAGING)D0000Ty: 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 fiaumeeendhlesOrcherwichAetew045 A1 A41 У 66 AГОШТОЕНВШІ714715-718719720BEERRBREBERRERTYNCAT(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 ucene whena 3d = 30240.* fron playbooks where id = 5473;* fron playbook categonies where id = 43783:* fron playbook categories 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.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 Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Cacaado CodoxoKick off a new oro© Fixcing and Validating TextRelayService TestsExplain to me how does this branch dift solves the issue with. ls the description: When an opportunity is deletedton joo runs, scuvides unhe delated omno tiaity euiaino a forkian teu consteiat vialutionscurs in Salesforco:importOpportunity (and similar methods for Lead, Account, Contact):sforce returns a record with isDeleted = true, the code:neoendsdieobjectdeletion (because IsDeleted = true• муо оон e outin bocd on Aey o uoen be etete o oa tu t ne longr oitein theAdhotvXtModtur Tatme Toxcsehireh*4 space...
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Activity MonitorFileEditWindowActivity MonitorAll Activity MonitorFileEditWindowActivity MonitorAll ProcessesProcess Namekernel_taskPhpStormVirtual Machine Service for DockerreplaydWindowServerscreenpipeFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxiTerm2coreaudiodSlack HelperActivity MonitorSlack Helper (Renderer)cef_server Helper (Renderer)language_server_macos_armFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentViewHelp% CPUWispr Flow Helper (Renderer)CursorUlViewService (Not Responding)cef_server Helper (GPU)ClaudeFirefoxCP Isolated Web ContentFirefox GPU HelperNotion Helper (Renderer)FirefoxCP Isolated Web Content180,8139,1109,247,240,439,37,97,47,05,55,04,84,54,13,93,73,63,33,23,22,92,82,72,52,42,32,22,2CPU Time22:06:47,112:05:15,401:29:32,575:30:40,737:41:01,533:27:57,104:28,4031:34,221:45:27,141:02:16,4455:48,4413:20,565:46,3556:09,706:25,895:35,9016:37,0214:38,5422:10,463:15,603:04,185:41,995:54,2827:51,6939:57,692:23:15,6423:33,1423:32,43System:User:Idle:Threads (ah)100% CThu 28 May 16:45:23CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind% GPU AppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,06,80,00,045,70,00,00,00,00,40,03,80,00,00,00,00,00,00,00,00,00,00,50,00,03,70,00,051,57%47,73%0,70%CPU LOADThreads:Processes:SearchGPU Time0,005:53,890,000,003:14:58,065:03.900,000,000,0417,530,005:46,650,000,000,000,000,000,000,000,000,000,001:42,500,000,0023:50,950,000,00PID Userrootlukaslukaslukas_windowserverlukaslukaslukaslukaslukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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Activity MonitorFileEditWindowActivity MonitorAll Activity MonitorFileEditWindowActivity MonitorAll ProcessesProcess Namekernel_taskPhpStormVirtual Machine Service for DockerreplaydWindowServerscreenpipeFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxiTerm2coreaudiodSlack HelperActivity MonitorSlack Helper (Renderer)cef_server Helper (Renderer)language_server_macos_armFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentViewHelp% CPUWispr Flow Helper (Renderer)CursorUlViewService (Not Responding)cef_server Helper (GPU)ClaudeFirefoxCP Isolated Web ContentFirefox GPU HelperNotion Helper (Renderer)FirefoxCP Isolated Web Content180,8139,1109,247,240,439,37,97,47,05,55,04,84,54,13,93,73,63,33,23,22,92,82,72,52,42,32,22,2CPU Time22:06:47,112:05:15,401:29:32,575:30:40,737:41:01,533:27:57,104:28,4031:34,221:45:27,141:02:16,4455:48,4413:20,565:46,3556:09,706:25,895:35,9016:37,0214:38,5422:10,463:15,603:04,185:41,995:54,2827:51,6939:57,692:23:15,6423:33,1423:32,43System:User:Idle:Threads (ah)100% CThu 28 May 16:45:23CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind% GPU AppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,06,80,00,045,70,00,00,00,00,40,03,80,00,00,00,00,00,00,00,00,00,00,50,00,03,70,00,051,57%47,73%0,70%CPU LOADThreads:Processes:SearchGPU Time0,005:53,890,000,003:14:58,065:03.900,000,000,0417,530,005:46,650,000,000,000,000,000,000,000,000,000,001:42,500,000,0023:50,950,000,00PID Userrootlukaslukaslukas_windowserverlukaslukaslukaslukaslukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
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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":0.070231445,"width":0.38597074,"height":0.92976856},"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}]...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
|
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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 */
$stage = null;
if (isset($crmData['StageName'])...
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#12121 on JY-20963-fix-im Project: faVsco.js, 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
rapstomWewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidetWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentondCDecmrate-cmwonnDeleteObjectsTrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoebrseoemce.onwchcimseneorconoeCouniincootkiowond(C CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpUeerRokObserver.onpyTeom.oneuser.3 Бclass Service extends BaseServce inolements.Salesfonceintenface.cprosnae SaatchSrathoe© ProspectSearchStrategyintercprowdweeeeir dodg PococdSalnator nhoPacolvoCommaoNamAp.Em.SalesforceBatchsyncinterface,Suncimenta tles intentace.SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensaceRemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchao ginsy-naztnterrace.CaerchitiknrcrrdceCayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacsкeaoreche ylookue htertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterfaceVenyusxexsenrentocUst Koso Veronoanynaneoychartrause Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu Bioit for the 0ld Note-Taksina Tool*awennh1 usageanivate conet nt isei Wiii nhey*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiServiceTestDeleteObjectsTrait.php© Client.php• Thu 28 May 16:45:27+0.A SF fiminny@localhost)A console [STAGING)D0000Ty: 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,eeendhlesOrcherwichAetew045 A1 A41 У 66 AГОШЕОЕНВШІ714715-718719720BEERRBREBERRERTYNCAT(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 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 categories 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.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 Eilitane nhans actkusty cancch fa TM CRRRR2 RROQ2Cacaado CodoxoKick off a new oro© Fixcing and Validating TextRelayService TestsExplain to me how does this branch dift solves the issue with. ls this acurata description: When an opportunity isormupis ore-lnktchedscurs in Salesforco:importOpportunity (and similar methods for Lead, Account, Contact):sforce returns a record with IsDeleted = true, the code:neoendsdieobjectdeletion (because IsDeleted = trueмуо ооу e oatin bacd on Aeyvny auoan be etene ca oa un ty no longe oitain theAdhotvXtModtur Tatme Toxcsehireht4 space...
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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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JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormVirtual Machine Service for DockerscreenpipereplaydWindowServercef_server Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxlaunchservicesdFirefoxCP Isolated Web ContentcoreaudiodSlackiTerm2Slack HelperActivity MonitorSlack Helper (Renderer)tccdlanguage_server_macos_armcef_server Helper (GPU)Wispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr FlowFirefox GPU Helpersyspolicyd207,2149,087,677,648,736,614,210,19,89,28,76,25,85,04,84,24,03,23,23,13,13,02,92,82,82,82,52,5CPU Time22:06:58,072:05:23,281:29:37,203:28:01,205:30:43,317:41:03,476:26,6431:34,751:45:27,6659:01,034:28,8655:48,7712:51,981:02:16,7013:20,825:46,5756:09,918:24,025:36,075:54,443:04,3416:37,1839:57,8422:10,6114:38,692:07,942:23:15,7716:21,54System:User:Idle:Threads % <7Thu 28 May 16:45:27CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple48,18%46,89%4,93%0,06,80,00,00,045,00,00,00,00,00,00,00,00,44,00,00,00,00,00,60,00,00,00,00,00,03,10,0CPU LOADThreads:Processes:GPU Time0,005:54,050,005:03,900,003:14:58,840,000,000,040,000,000,000,0517,545:46,730,000,000,000,001:42,520,000,000,000,000,000,0023:50,950,00PID lahlUserrootlukaslukaslukaslukas_windowserverlukaslukaslukasrootlukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukasrootSearch...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
|
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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. 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# 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"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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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 */
$stage = null;
if (isset($crmData['StageName'])...
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NULL
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NULL
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NULL
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NULL
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