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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}]...
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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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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779976307261_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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Project: faVsco.js, menu
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[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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8043719072324535154
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-8628527368849355612
|
visual_change
|
hybrid
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NULL
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Project: faVsco.js, menu
1AlActivity MonitorFileEd Project: faVsco.js, menu
1AlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormVirtual Machine Service for DockerreplaydWindowServermds_storesscreenpipelogdFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentlaunchservicesdiTerm2coreaudiodlaunchdSlack HelperWispr Flow Helper (Renderer)Wispr FlowFirefoxCP Isolated Web ContentActivity Monitorlanguage_server_macos_armFirefoxCP Isolated Web ContentFirefoxSlack Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefox GPU HelperFirefoxCP Isolated Web Content9,89,36,75,45,05,04,94,84,54,24,03,73,73,63,22,92,82,62,3CPU Time22:19:09,142:12:26,171:35:14,925:34:02,417:44:31,621:02:55,063:29:50,7215:08,585:08,3332:13,3459:20,121:02:38,1656:12,2718:21,5513:40,513:16,9558,6240:03,736:05,646:21,573:21,311:45:50,2356:35,1214:49,2229:09,4922:18,102:23:25,769:34,89System:User:Idle:Threads lahl100% CThu 28 May 16:51:46CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind% GPU AppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,014,50,00,033,30,00,00,00,00,00,00,20,00,01,70,00,00,00,00,00,00,00,00,00,00,00,10,044,55%52,86%2,59%CPU LOADThreads:Processes:SearchGPU Time0,007:06.780,000,003:17:26,560,005:03,900,000,000,000,0018,010,000,005:51,730,000,000,000,000,000,000,040,000,000,000,0023:51,230,00PID Userrootlukaslukaslukas_windowserverrootlukasrootlukaslukasrootlukas_coreaudiodrootlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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8
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2026-05-28T13:51:47.745424+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779976307745_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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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...
|
[{"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}]...
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1101258516708334978
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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
rapstomViewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidetWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentontCDecmrate-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# ProsnectSearchScope.phpUeerRokObserver.ohpyTeom.oneuser.3 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*awen snt1 usageanivate coner nt kisei wiiis tnhey*Note Contont Isest fon the Nor Nothe*Avan inttussge(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGE70 = *В33Т-60009876K67AT*• M MaiServiceTestDeleteObjectsTrait.php© Client.phpTO0У L7inu co woy to.ot+0.714-716=custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XA console (STAGING)AND A-created at DATE SURMOWOL TNTERVAI 3A DAYINCROuP RY u.sd urenaitl, aname, ,softohone nunberORDER RY sns count nESKselect * fron teans where id = 1COlOAt& GAAn AAld0CGIGOCONCAT(u.id, CASE WHEN u.id = t.ouner_id THEN " (ouner)' ELSE "* END) AS user_id,t.ounerid FROM social accounts saJOIN users u on v.id = sa.sociable.ioJOTN teans + 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FROM activities WHERE uuid_to_bin(*8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YESSELEGT + FROM activities WHEDE uuid to bin(:[CREDIT_CARD]-9276-464da2A8185c') = uuid: # 80186192 MdSELECT * FROM crn_configurations WHERE id = 1053;SSLEGT + FROM teans WHEDE 3d = 1117users where id = 30249select * fron playbooks where id = 5473:select * fron playbook_categories where id = 43783;select + Eron nlavhonk cataaon es nhere nilavbook5d 5672select + Eron er Geld vallues nhene crn Beld 3d = 450242)SFIEM & EROM eo Eeld data €aI0TM con frelde + 0M &ilooe Sreld 3d = €60IOTN sctustfae a nM Edl actáusty dd=aaoWHERE activityid = 79933459ANO& AAR ARAUSARA Ae the dAfdudty QUANESELECT * FROM activity messagesPAlRAtGhAs LANt AAlAuA WhAnA AnAIAAA EOGOI# console fiaum045 A1 A41 У 66 4FAAMOIM DCN NNIMHMN INM-732734735=745I1 H1Mselect * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans where 1d = 1117select + fron activity searches nhere user 1a = 31854%select + fron activity search &iltens where activity seanch fal TN (RRRR). RROA)"lesOrcherwichhlesorce beleronhUtnotmChing,no locs mirchis oundPrecoros e punts roccorecotcenChociByOyCoLliCeit pooreaepenieCdtRDdEE.CANAACIMCAN, AANOAArOtAr CAlle ROAh tA PAMATAAPSalestorce)Service::matchExactlyBytato or siaftar sethoc/1 Eventually calls syncOpportunity() when opportunity CRM ID is founs6. The Bug: importOpportunity() WITHOUT Early IsDeleted CheckwerohechticcootowiinSerice.ohonktoneprivate function importopportunzty (Screbata): tupportunitsI1 X No early check for IsDeleted here (unlike (eoortAccount/feoortContact)M1. Ractora fros trach (kioe 143011 2. Create/update the opportunity - NOM IT EXISTS MITH A VALIO ID! (Lines 1436-1437)Sonportunty = Sthis-contia=popcortunitieeBsundstelrGrosteff'om arouider iat ro Cemhatafitalll Catalopportonisy do tedSthis=inportOpportunitycrmFteldbata Scrbata, Scmftelos, Sopportunity=>10)Jnalataaatin harsuch Tehoiatdhetn tilins o0hkeLurn nulnts440=443coonortuniyestrachedion7. Tha Paca Condition / Fordion Kav ViolntionThe Problem: Between steps 2 and 4, the cpportunity briefty exists in the database with a valid ID. During this• I CrActivityService::updateParticipantsCrmbata()is sti processingadtindeahesro onletieeoe Matha wA• Include it in the Srecords array: [null, null, Sopportunity, null, null, null!pass t to Activicy:nuodateAcoivivcmbaralSrecords)lune 89 in CrmAc ivyService" PodnAdhotvXtModtur Tatme Toxcsehireht4 space...
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faVsco.js – Service.php
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Activity MonitorFileEditViewWindowHelpActivity Mon Activity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskVirtual Machine Service for DockerPhpStormreplaydWindowServermds_storesscreenpipecef_server Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentiTerm2FirefoxcoreaudiodFirefoxCP Isolated Web ContentSlack Helper (Renderer)ClaudeFirefoxCP Isolated Web Contentcef_server Helper (GPU)Slack HelperFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentActivity Monitorlanguage_server_macos_armcef_serverWispr Flow Helper (Renderer)Slack181,9127,184,855,153,329,615,713,810,410,310,07,67,16,56,15,34,94,94,84,74,64,44,44,24,13,13,02,7CPU Time22:19:18,781:35:21,652:12:30,665:34:05,337:44:34,441:02:56,633:29:51,557:24,9529:10,045:08,8832:13,8740:04,131:02:38,541:45:50,5856:12,5911:57,4356:35,3827:56,9016:44,937:13,3613:40,7622:18,339:35,136:05,876:21,793:29,333:17,1112:59,47System:User:Idle:Threads lahl100% CThu 28 May 16:51:49CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind% GPU AppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple46,58%53,19%0,23%0,00,015,90,039,60,00,00,00,00,00,00,00,20,00,00,00,00,00,04,82,20,00,00,00,00,00,00,0CPU LOADThreads:Processes:SearchGPU Time0,000,007:06,930,003:17:27,560,005:03,900,000,000,000,000,0018,030,040,000,000,000,000,002:04,115:51,800,000,000,000,000,000,000,05PID Userrootlukaslukaslukas_windowserverrootlukaslukaslukaslukaslukaslukaslukaslukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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Activity MonitorFileEditViewWindowHelpActivity Mon Activity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskVirtual Machine Service for DockerPhpStormreplaydWindowServermds_storesscreenpipecef_server Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentiTerm2FirefoxcoreaudiodFirefoxCP Isolated Web ContentSlack Helper (Renderer)ClaudeFirefoxCP Isolated Web Contentcef_server Helper (GPU)Slack HelperFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentActivity Monitorlanguage_server_macos_armcef_serverWispr Flow Helper (Renderer)Slack181,9127,184,855,153,329,615,713,810,410,310,07,67,16,56,15,34,94,94,84,74,64,44,44,24,13,13,02,7CPU Time22:19:18,781:35:21,652:12:30,665:34:05,337:44:34,441:02:56,633:29:51,557:24,9529:10,045:08,8832:13,8740:04,131:02:38,541:45:50,5856:12,5911:57,4356:35,3827:56,9016:44,937:13,3613:40,7622:18,339:35,136:05,876:21,793:29,333:17,1112:59,47System:User:Idle:Threads lahl100% CThu 28 May 16:51:49CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind% GPU AppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple46,58%53,19%0,23%0,00,015,90,039,60,00,00,00,00,00,00,00,20,00,00,00,00,00,04,82,20,00,00,00,00,00,00,0CPU LOADThreads:Processes:SearchGPU Time0,000,007:06,930,003:17:27,560,005:03,900,000,000,000,000,0018,030,040,000,000,000,000,002:04,115:51,800,000,000,000,000,000,000,05PID Userrootlukaslukaslukas_windowserverrootlukaslukaslukaslukaslukaslukaslukaslukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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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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rapstomViewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidetWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentontCDecmrate-cmwonnDeleteObjectstrait.phpcFadse intonsrno© 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.oneuser.3 Бclass Service extends BaseService inolesents.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*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 = 50000000-MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M MaiDeleteObjectsTrait.php© Client.php714-716=custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XA console (STAGING)AND A-crpatedL at DATE SIR MOWOL TNTERVAL 3A DAYIICROup RY u.sd m.enaial, maname, M, softohone nunberORDER RY sns count nESKselect * fron teans where id = 1COlOAt& GAAn AAld0CGIGOCONCAT(u.1d, CASE WHEN u.id = t.ouner id THEN " (ouner)' ELSE ** END) AS user idt.ounerid FROM social accounts saJOIN users u on v.id = sa.sociable.ioJOTN teans + 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FRON aCCIVITIOS WHERE UU1G_CO_010( [CREDIT_CARD]-[CREDIT_CARD]) = UU1d; # 79933459 Y8Saler Fril acousces whese uureto oinia yoiuniiuhaooecutonniisee Munde 88809SELECT * FROM crn_configurations WHERE id = 1053;SSLEGT + FROM teans WHEDE 3d = 1117users where id = 30249select * fron playbooks where id = 5473:select * fron playbook_categories where id = 43783;select + Eron nlavhonk cateaones nhere oilavbook5d 5673select + Eron er Geld vallues nhene ern Beld 3d = 450202)SFIEM & EROM eo Eeld data €aI0TM con frelde + 0M Eilooe Sield Sd= €5oIOTN sctustae anM Edlactausty Sd =a5oWHERE activityid = 79933459ANO& AAR ARAUSANA SAe the dAfdudty PUAAESELECT * FROM activity messagesPAlRAtGhAs LANt AAlAuA WhAnA AnAIAAA EOGOI# console fiaum045 A1 A41 У 66 4lesOrcherwichTO0У L7• Thu 28 May 16:51:50ServiceTesthlesorce beleronhmicesCm sulcsrorceoctce.orde+0.Now i nave à clear picture. Leume trace tnrough the exact now to veriy tne users oescripton. Let me check nowthe ooportun ty octe nassed to the activity wochteFAAMOIM DCN NNIMHMN INM-732734735=745I1 H1Mselect * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans where 1d = 1117select + fron activity searches nhere user 1a = 31854select + fron activity search &iltens where activity seanch fal TN (RRRR). RROA)"te0oPchtowmswrmcootcorlo.ond.4100-4Rond enchodcrmScrvicancorator.0ho #1749-318Now l have a clear understanding. Let me trace through the complete fiow to verity your description. Based on myWour Baecrntione Toetuceur.tawithondksthrtetorYour root cause analysis correctly identifics the problematic pattern, but the issue isn't that the method "[EMAIL] flow walk hrovgh• Opportunity is deleted in Salesforce (IsDeleted - true)• Salestorce APl may stull return this record in cuenies (with coeleted e gnue)#loesllnalation.ioh Punuoh.Sactivities-seach(function (Activity Sactivity) use (Sdispatcher, Slooger, SentityidField, ScrasactwityesuodatefSent&tuldField cuttlle l Mallittes omoortuntty soif (SenitEvent)4Misoatcherssdisoatchtnew DetachActwityobfect(Cactwity, Ker Obfectle Ty Triocers re3RematchActivitvoncrmObicctDetach Listener Firetrtemahienua" PodnAdhotisXtModtur Tatme Toxcsehireh2 4 spac...
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faVsco.js – Service.php
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (isset($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},{"role":"AXStaticText","text":"45","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"}]...
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-1556586073691613239
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-7851921920897086523
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accessibility
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?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}]...
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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
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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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-7851921920897086523
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visual_change
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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'])...
|
86170
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NULL
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NULL
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NULL
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86172
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2956
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19
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2026-05-28T13:52:42.372946+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779976362372_m1.jpg...
|
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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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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|
-1365964065509732424
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
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Run 'ServiceTest'
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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\\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}]...
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-1556586073691613239
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-7851921920897086523
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visual_change
|
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'])...
|
86172
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NULL
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NULL
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NULL
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86174
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2957
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11
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2026-05-28T13:52:53.181249+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779976373181_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
|
rapstomViewCoocWindowFV faVsco.|s ~#12121 on JY-20 rapstomViewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidetWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentontCDecmrate-cmwonnDeleteObjectsTrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoeoreseviceonwchcimseneorconoeCouniincootkiowondC CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpUeerRokObserver.onpyTeom.oneuser.3 Бclass Service extends BaseService inolesents.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 Koso Veronoanynaneoychartrause Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu Bioit for the 0ld Note-Taksina Tool*awen snt1 usageanivate coner nt kisei wiiis tnhey*Note Contont Isest fon the Nor Nothe*Avan int1usagd(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M Maitylwiew outireonaetdmnDeleteObjectsTrait.php© Client.php714-716=custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XA console (STAGING)AND A-created at DATE SURMOWOL TNTERVAI 3A DAYINCROuP RY u.sd urenaitl, aname, ,softohone nunberORDER RY sns count nESKselect * fron teans where id = 1COlOAt& GAAn AAld0CGIGOCONCAT(u.id, CASE WHEN u.id = t.ouner_id THEN ' (onner)' ELSE "* END) AS user_id,t.ounerid FROM social accounts saJOIN users u on v.id = sa.sociable.ioJOTN teans + 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FROM activities WHERE uuid_to_bin(*8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YESSELEGT + FROM activities WHEDE uuid to bin(:[CREDIT_CARD]-9276-464da2A8185c') = uuid: # 80186192 MdSELECT * FROM crn_configurations WHERE id = 1053;SSLEGT + FROM teans WHEDE 3d = 1117users where id = 30249select * fron playbooks where id = 5473:select * fron playbook_categories where id = 43783;select + Eron nlavhonk cataaon es nhere nilavbook5d 5672select + Eron er Geld vallues nhene crn Beld 3d = 450242)SFIEM & EROM eo 6eld data €I0TM con frelde + 0M &ilooe Sreld 3d = €60IOTN sctustfae a nM Edl actáusty dd=aaoWHERE activityid = 79933459OANO& AAR ARAUSARA SAe Ihe GAfGuStU RUANESELECT * FROM activity messagesPAlRAtGhAs LANt AAlAuA WhAnA AnAIAAA EOGOI# console fiaum045 A1 A41 У 66 4Thu 28 May 16:52:5%ServiceTestlesOrcherwichhlesorce beleronh+0.ephe/DeletcupportunityJoo uses beletecmentztytratt: :hand leactzvitzestywewanseeachlsunct.on lectwiynewry usesisontcher Slogder sentrwosiedrsensactivity-supdate([sentityIdField a null)): // Nullifies opportunity 1cit (SemitEvent) 4osocherso soocilns oeracnaseywoltevwtcceinrooctste3. kematchactviyonermod cetbetich bistener riresBus:: chaintncw notchacoviryenoilalacovitdo, sucovescuadlon trosconouroczon, nult Hosoreseol1)->dispatch();4. CrmActivityService::updateCrmData() Run:During rematching, it no local match is foundalohsKrcordee Cthtowecor.tors.tch.wactwiwelwrCoiremiatcooet/norneehrECochoderm Cor, nonararatar Salle Roch ta Pamats 40If cache miss, it calls sthis->cmService-smatchExactlyByEnail() which may triggerSalestorce)Service::matchExactlybyaatl or stmilar nethod.I Eventually calis svnchonortunt tull) Nbed cocortuatty COM 10 etoun,6. The Bug: importOpportunity( WITHOUT Early IsDeleted CheckFAAMOIM DCN NNIMHMN INM-732734735=745I1 H1Mselect * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans where 1d = 1117select + fron activity searches nhere user 1a = 31854select + fron activity search &iltens where activity seanch fal TN (RRRR). RROA)"I1 X N0 carly chock for IsDeleted here (unlike (ecortAccount/SmoortContact)11 Rastore tros trash (Kioe 1430portunities, Scrbata "1doI1 2. Create/update the opportunity - NOM IT EXISTS MITH A VALIO ID! (Línes 1436-1437)Sonportunty = sthis-sconsig-sopoortunessundhtehrfrosteff'crm orouider fe D Cerhatafiyaalll Cantal1l 3. Ieport related data usina the opportunity 10 (line 1442Ask anything (XoL- @ CodnAdhotvKtModturTatenToreseiirest4 space...
|
NULL
|
-1065664292443472941
|
NULL
|
idle
|
ocr
|
NULL
|
rapstomViewCoocWindowFV faVsco.|s ~#12121 on JY-20 rapstomViewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidetWnceredonAe>u Listeners>(D Metadata>E Miaraton>&a Pipedriveyusalestorch- Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiisCleentontCDecmrate-cmwonnDeleteObjectsTrait.phpcFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.phpo service.onlp© SyncBatchRedisService.ptD Traits© BaseClient.phoeoreseviceonwchcimseneorconoeCouniincootkiowondC CrmActivitvProviderintearateCCmAciMweiMoonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace.ohC@oportun tvact vitwMatcherOpportur tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpUeerRokObserver.onpyTeom.oneuser.3 Бclass Service extends BaseService inolesents.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 Koso Veronoanynaneoychartrause Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu Bioit for the 0ld Note-Taksina Tool*awen snt1 usageanivate coner nt kisei wiiis tnhey*Note Contont Isest fon the Nor Nothe*Avan int1usagd(C) TimaPorioditacatos nhaprivate const int ENHANCEO_NOTE MAX LENGTH = 50000000MimnarM Kinckprivate const steing INSTALLED PACKAGEП0 = *В33Т-60009876K67AT*• M Maitylwiew outireonaetdmnDeleteObjectsTrait.php© Client.php714-716=custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XA console (STAGING)AND A-created at DATE SURMOWOL TNTERVAI 3A DAYINCROuP RY u.sd urenaitl, aname, ,softohone nunberORDER RY sns count nESKselect * fron teans where id = 1COlOAt& GAAn AAld0CGIGOCONCAT(u.id, CASE WHEN u.id = t.ouner_id THEN ' (onner)' ELSE "* END) AS user_id,t.ounerid FROM social accounts saJOIN users u on v.id = sa.sociable.ioJOTN teans + 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FROM activities WHERE uuid_to_bin(*8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YESSELEGT + FROM activities WHEDE uuid to bin(:[CREDIT_CARD]-9276-464da2A8185c') = uuid: # 80186192 MdSELECT * FROM crn_configurations WHERE id = 1053;SSLEGT + FROM teans WHEDE 3d = 1117users where id = 30249select * fron playbooks where id = 5473:select * fron playbook_categories where id = 43783;select + Eron nlavhonk cataaon es nhere nilavbook5d 5672select + Eron er Geld vallues nhene crn Beld 3d = 450242)SFIEM & EROM eo 6eld data €I0TM con frelde + 0M &ilooe Sreld 3d = €60IOTN sctustfae a nM Edl actáusty dd=aaoWHERE activityid = 79933459OANO& AAR ARAUSARA SAe Ihe GAfGuStU RUANESELECT * FROM activity messagesPAlRAtGhAs LANt AAlAuA WhAnA AnAIAAA EOGOI# console fiaum045 A1 A41 У 66 4Thu 28 May 16:52:5%ServiceTestlesOrcherwichhlesorce beleronh+0.ephe/DeletcupportunityJoo uses beletecmentztytratt: :hand leactzvitzestywewanseeachlsunct.on lectwiynewry usesisontcher Slogder sentrwosiedrsensactivity-supdate([sentityIdField a null)): // Nullifies opportunity 1cit (SemitEvent) 4osocherso soocilns oeracnaseywoltevwtcceinrooctste3. kematchactviyonermod cetbetich bistener riresBus:: chaintncw notchacoviryenoilalacovitdo, sucovescuadlon trosconouroczon, nult Hosoreseol1)->dispatch();4. CrmActivityService::updateCrmData() Run:During rematching, it no local match is foundalohsKrcordee Cthtowecor.tors.tch.wactwiwelwrCoiremiatcooet/norneehrECochoderm Cor, nonararatar Salle Roch ta Pamats 40If cache miss, it calls sthis->cmService-smatchExactlyByEnail() which may triggerSalestorce)Service::matchExactlybyaatl or stmilar nethod.I Eventually calis svnchonortunt tull) Nbed cocortuatty COM 10 etoun,6. The Bug: importOpportunity( WITHOUT Early IsDeleted CheckFAAMOIM DCN NNIMHMN INM-732734735=745I1 H1Mselect * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans where 1d = 1117select + fron activity searches nhere user 1a = 31854select + fron activity search &iltens where activity seanch fal TN (RRRR). RROA)"I1 X N0 carly chock for IsDeleted here (unlike (ecortAccount/SmoortContact)11 Rastore tros trash (Kioe 1430portunities, Scrbata "1doI1 2. Create/update the opportunity - NOM IT EXISTS MITH A VALIO ID! (Línes 1436-1437)Sonportunty = sthis-sconsig-sopoortunessundhtehrfrosteff'crm orouider fe D Cerhatafiyaalll Cantal1l 3. Ieport related data usina the opportunity 10 (line 1442Ask anything (XoL- @ CodnAdhotvKtModturTatenToreseiirest4 space...
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NULL
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NULL
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NULL
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NULL
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86175
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2956
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21
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2026-05-28T13:53:03.853942+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779976383853_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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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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[{"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},{"role":"AXButton","text":"IDE and Project Settings","depth":5,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"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":"12","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"246","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"3","depth":4,"on_screen":true,"role_description":"text"}]...
|
-5127861970589587116
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-8708607017038410814
|
visual_change
|
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
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
12
246
3
JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormVirtual Machine Service for DockerreplaydWindowServerFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxscreenpipeFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentiTerm2coreaudiodSlack HelperFirefoxCP Isolated Web Contentlaunchservicesdlanguage_server_macos_armActivity MonitorSlack Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefox GPU HelperWispr FlowFirefoxCP Isolated Web ContentSlack207,9143,087,652,220,719,916,714,312,710,810,66,15,44,84,74,14,13,93,83,43,13,02,92,42,42,12,02,0CPU Time22:21:42,032:14:09,151:36:41,405:34:44,277:45:04,1416:50,8022:24,021:45:55,693:30:08,845:16,8432:20,8129:18,501:02:42,5356:16,4513:44,2911:07,0459:23,986:24,606:09,1056:38,3814:51,339:35,933:19,3111:59,602:23:27,742:17,6540:09,5513:00,52System:User:Idle:Threads CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind% GPU1420244.42%47,58%8,00% AppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,08,60,00,040,90,00,00,00,00,00,00,00,40,04,00,00,00,00,00,00,00,00,00,00,30,00,00,0CPU LOADThreads:Processes:GPU Time0,007:09,440,000,003:17:39,410,000,000,045:03,900,000,000,0018,120,005:52,960,000,000,000,000,000,000,000,000,0023:51,320,000,000,05‹ >0 (hlPID Userrootlukaslukaslukas_windowserverlukaslukaslukaslukaslukaslukaslukaslukas_coreaudiodlukaslukasrootlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas100% CThu 28 May 16:53:03Search...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
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faVsco.js – Service.php
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
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Debug 'ServiceTest'
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rapstomViewCoocWindowFV 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 vitwMatcherepportun tysvncstratecvintecprosnaeteache.ooo#ProspectSearchScope.phpUeerRokObserver.onpyTeom.oneuseh3 Бclass Service extends BaseService nol esents.Salesfonceintenface.cprosnae SaatchSrathoe© ProspectSearchStrategyintercprowdweeeeir dodg PococdSalnator nhoPacolvoCommaoNamAp.Em.SalesforceBatchsyncinterface,suncioent es intentace.SynccrmProf1LeRecordtypesinterfacesonortcrus ness?racessesiintensaceRemoteEntityHanipulationinterfaceFerchte arednciavilyanterrace.SendSur arviocrhinterrace.Matchio g inby-nazuintertoce,CaerchitiknrcrrdceCayouchondgenencinterraceSettingsIntenface.MatchfoeFntftfacTntanfacskenorccner ylookoo ncertaceSupports0briectTypeParseInterface.RemoteNoteEntityManipulationInterfaceVenyusxexsenrentocUst Koso Veronoanynaneoychartrause Syncheldstraltuse velereubnecistraltuse Recordiantou atonstrart.use Servcetralts Barchsynchrartuse FollowupActivityTrait:use Looctviryiralt* Note Bodu Bioit for the 0ld Note-Taksina Tool*awennh1 usageanivate coner nt kisei wiiis tnhey*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 Maitylwiew outireonaetdmnDeleteObjectsTrait.php© Client.php714-716=custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XA console (STAGING)AND A-created at DATE SURMOWOL TNTERVAI 3A DAYINCROuP RY u.sd urenaitl, aname, ,softohone nunberORDER RY sns count nESKselect * fron teans where id = 1COlOAt& GAAn AAld0CGIEACONCAT(u.id, CASE WHEN u.id = t.ouner_id THEN " (ouner)' ELSE "* END) AS user_id,t.ounerid FROM social accounts saJOIN users u on v.id = sa.sociable.ioJOTN teans + 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FROM activities WHERE uuid_to_bin('8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YESSELEGT + FROM activities WHEDE uuid to bin(:[CREDIT_CARD]-9276-464da2A8185c') = uuid: # 80186192 MdSELECT * FROM crn_configurations WHERE id = 1053;SSLEGT + FROM teans WHEDE 3d = 1117users where id = 30249select * fron playbooks where id = 5473:select * fron playbook_categories where id = 43783;select + Eron nlavhonk cateaones nhere oilavbook5d 5673select + Eron er Geld vallues nhene ern Beld 3d = 450202)SFIEM & EROM eo 6eld data €I0TM con frelde + 0M &ilooe Sreld 3d = €60IOTN sctustfae a nM Edl actáusty dd=aaoWHERE activityid = 79933459ANO& AAR ARAUSARA Ae the dAfdudty QUANESELECT * FROM activity messagesPAlRAtGhAs LANt AAlAuA WhAnA AnAIAAA EOGOI# console fiaum045 A1 A41 У 66 4FAAMOIM DCN NNIMHMN INM-732734735=745I1 H1Mselect * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans where 1d = 1117select + fron activity searches nhere user 1a = 31854%select + fron activity search &iltens where activity seanch fal TN (RRRR). RROA)"Thu 28 May 16:53:10ServiceTesteeendhlesOrcherwichhlesorce beleronh+0.3RematchActivitvOncrmObiectDetach listener F[URL_WITH_CREDENTIALS] 4. Delete it again because IsDeletedatrue (Line 1444wihtehanhiooktoetalttonteaanaetund Ce#CRatum mull lekoas 141.-1a4eif (Sopportunity=>trashedo)Ask anything XoLAdhotvXtModtur Tatme Toxcsehireht4 spad...
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faVsco.js – Service.php
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Activity MonitorFileActivity MonitorAll ProcessesP Activity MonitorFileActivity MonitorAll ProcessesProcess Namekernel_taskVirtual Machine Service for DockerPhpStormWindowServerreplaydscreenpipeFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxFirefoxCP Isolated Web ContentlaunchdiTerm2cef_server Helper (Renderer)coreaudiodcef_server Helper (GPU)ClaudeSlack Helperlanguage_server_macos_armActivity MonitorSlack Helper (Renderer)cef_serverWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentSlackFirefox GPU HelperEditViewWindowHelp% CPU204,6128,3115,554,537,723,013,411,89,69,37,67,06,46,16,05,35,15,14,74,54,13,73,63,13,02,72,72,5(ah)100% CThu 28 May 16:53:13CPU Time22:22:03,581:36:54,352:14:22,807:45:08,715:34:49,353:30:11,5916:52,6522:25,115:17,8432:21,781:45:56,543:22,7218:22,791:02:43,127:29,0456:16,997:16,7728:00,3313:44,806:25,036:09,5356:38,783:31,613:19,6329:18,9914:51,6113:00,682:23:28,00System:User:Idle:Threads CPUMemoryIdle Wake-Ups .01%54,87%0.12%EnergyDiskNetworkKind% GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,00,08,341,30,00,00,00,00,00,00,00,00,00,40,00,02,50,04,20,00,00,00,00,00,00,00,00,3CPU LOADThreads:Processes:SearchGPU Time0,000,000,000,000,000,000,000,040,000,000,000,000,000,000,000,000,000,000,00PID Userrootlukaslukas_windowserverlukaslukaslukaslukaslukaslukaslukaslukasrootlukaslukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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Activity MonitorFileActivity MonitorAll ProcessesP Activity MonitorFileActivity MonitorAll ProcessesProcess Namekernel_taskVirtual Machine Service for DockerPhpStormWindowServerreplaydscreenpipeFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxFirefoxCP Isolated Web ContentlaunchdiTerm2cef_server Helper (Renderer)coreaudiodcef_server Helper (GPU)ClaudeSlack Helperlanguage_server_macos_armActivity MonitorSlack Helper (Renderer)cef_serverWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentSlackFirefox GPU HelperEditViewWindowHelp% CPU204,6128,3115,554,537,723,013,411,89,69,37,67,06,46,16,05,35,15,14,74,54,13,73,63,13,02,72,72,5(ah)100% CThu 28 May 16:53:13CPU Time22:22:03,581:36:54,352:14:22,807:45:08,715:34:49,353:30:11,5916:52,6522:25,115:17,8432:21,781:45:56,543:22,7218:22,791:02:43,127:29,0456:16,997:16,7728:00,3313:44,806:25,036:09,5356:38,783:31,613:19,6329:18,9914:51,6113:00,682:23:28,00System:User:Idle:Threads CPUMemoryIdle Wake-Ups .01%54,87%0.12%EnergyDiskNetworkKind% GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,00,08,341,30,00,00,00,00,00,00,00,00,00,40,00,02,50,04,20,00,00,00,00,00,00,00,00,3CPU LOADThreads:Processes:SearchGPU Time0,000,000,000,000,000,000,000,040,000,000,000,000,000,000,000,000,000,000,00PID Userrootlukaslukas_windowserverlukaslukaslukaslukaslukaslukaslukaslukasrootlukaslukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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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
ServiceTest
Run 'ServiceTest'
Debug 'ServiceTest'
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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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rnpstomViewNeWENNCCodeKetucioRunTOOI-WindowFV faVsco.|s ~#12121 on JY-20963-fx-improidetAdtwycontroller.pngDeleteObjectsTrait.phpncerddonheUeerRokObserver.ohpo Tesmuons© Client.php>u Listeners>(0 MetadataE Migrationha Pipedriveclass servace excenos baseservace aolesencsyusalestorch1234a) Fields= OpporunitvMatchenopportunitySyncstrategy› ProspectsearchStrategySerice traiis13811382Cle entontCDecmrate-cmwonnpalateoracstratonocFadseintonsrno© PayloadBuilder.phpCpromle ond130413851386 0:134313441349© QueryBuilder.phpe)OuenHandiar nhoquerynerator.on1347e QuervRestis.onoo service.onlp© SyncBatchRedisService.ptM Traite1349© BaseClient.phoG BaseService.pho© CachedCrmServiceDecoratoreCouniicootkinowond(C CrmActivitvProviderintearateCCmAciMweiMonrmConticurationSettinasserC) Detault Prospec SearchStrate)FindsProspectintertace ohoMatchDomainsy EmaintertasC@oportun tvact vitwMatchercprosneeteache.ooo# ProsneetSearchScone nhoATAScprosnae SaatchSrathoe1376® ProspectSearchStrategyintercprowdweeeeir dod1372g PococdSalnator nhoPacolvoCommaoNamAp.Em.(C) TimaPorioditacatos nha13751376MKinel• M Mai* @inheritdospublic function syncOpportunities(array Sparaneters, ?string $strategy = null): intf...}*sinheotdoepublic function syncOpportunity(string Scraid): ?0ppontunity(....* Rthnows HttpNotFoundExcept.ionusaodprivate function inportOpportunity(ScreData): POpportunitySprofile = Sthis->getOunerProfile ownerid: Scrabatal"Oanerid'] 22 null):Saccount= nutif Cempty(ScrnData("Accountid']) aaz false) {/** Bvar 2Account Saccount */Saccount = sthis->contcoxaccountsol'con_provider sid'. (stoing) Scradatal"Account Id" ])>instorSaccount sa= nutb?Saccount = sthis-ssync.ccountscontatallAccountrdoSucanta=Conostled.Sosrlisertlord taccoun?.soatlcantontteanta ee= ouhbSthis->Logger->error("[Salesforce) | Skip import, no user_id found',"id" => ScraDatal"1d")return null;/** @var ?Stage $stage */Sstage = null.if Gisset(ScrnDataf'StageName'))) 4Sstage = Sthis-›conficostadesmn: "nane'. Scralataf "StageNane' 1)custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XA console (STAGING)-700701782E7esИ ПABНE!712-718= 120ПНHHI1729—730731752734=735=730—74—74AND a.created at > DATE SUB(NOW, INTERVAL 38 DAY)croup Ry u.sd m.enasl. maname. M softohone nunberORDEp py sns. count nEsc.select * fron teans where id = 1:COlOAt& GAAn AAld0CGIEACONCAT(u.1d, CASE WHEN u.id = t.ouner id THEN " (ouner)' ELSE **END) AS user_id,t.ounerid FROM social accounts saJOIN users u on v.id = sa.sociable.ioJOTN teans + 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FROM activities WHERE uuid_to_bin('8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YESSELEGT + FROM activities WHEDE uuid to bin(:[CREDIT_CARD]-9276-464da2A8185c') = uuid: # 80186192 MdSELECT * FROM crn_configurations WHERE id = 1853;SSLEGT + FROM teans WHEDE 3d = 1117select * fronwhere id = 30249;select * fron playbooks where 1d = 5475;select * fron playbook_categories where id = 43783;select + Eron nlavhonk cataaon es nhere nilavbook5d 5672select + Eron er Geld vallues nhene crn Beld 3d = 450242)SFIEM & EROM eo 6eld data €• JOIN crn fields f ON fd.crn field id = f.1cIOTN sctustfae a nM Edl actáusty dd=aaoWHERE activity_1d = 79933459ANO& AAR ARAUSARA Ae the dAfdudty QUARESELECT * FROM activity messagesPAlRAtGhAs LANt AAlANA WhAnA AnAIAAA EOGOIselect * fron activities where user id IN (7160, 18688) and created at > 2026-05-22' order by id descselect * fron users where team_id = 1 and id TN (18688, 13934, 7160):select * fron activities where user id = 7168 order by id desc Linit 10:select * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans.where 1d = 1117select + fron activity searches nhere user 1a = 31854%select + fron activity search &iltens where activity seanch fa TN (RRRR). 8ROA2)# console fiaum045 A1 A41 У 66 4Inu co moy to.osicServiceTesteeendhles orcesirwichhlesorce beleronh+0.3RematchActivitvOncrmObiectDetach listener F[URL_WITH_CREDENTIALS] 4. Delete it again because IsDeletedatrue (Line 1444wihtehanhihoktoetalrtonteanaetund CeMC Ratum mill lenoas 144-1449if (Sopportunity-strashedd)Adhotvt4 spad...
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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":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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-1556586073691613239
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-7851921920897086523
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visual_change
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accessibility
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['StageName'])...
|
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faVsco.js – Service.php
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IAlActivity MonitorFileEditViewWindowHelpActivity IAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormVirtual Machine Service for DockerreplaydWindowServerroutinedscreenpipeFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web Contentmds_storeslaunchservicesdiTerm2coreaudiodSlack Helperlanguage_server_macos_armActivity MonitorFirefoxSlack Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefox GPU HelperlaunchdWispr FlowFirefoxCP Isolated Web Content165,8149,591,850,726,419,213,89,58,78,77,86,46,14,64,63,83,73,63,53,33,22,82,42,42,22,01,91,8CPU Time22:23:13,382:15:12,761:37:35,825:35:08,477:45:19,211,053:30:26,2932:25,1029:21,925:23,851:02:59,7959:26,251:02:45,0556:18,8613:46,546:27,596:11,091:45:58,8056:41,364:07,2222:26,643:20,7114:52,563:23,092:23:28,8618:23,292:18,6540:10,48System:User:Idle:Threads % CThu 28 May 16:53:51CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple43,55%39,25%17.20%0,09,40,00,044,90,00,00,00,00,00,00,00,40,05,10,00,00,00,00,00,00,00,00,00,40,00,00,0CPU LOADThreads:Processes:GPU Time0,007:10,900,000,003:17:46,380,005:03,900,000,000,000,000,0018,190,005:53,750,000,000,040,000,000,000,000,000,0023:51,390,000,000,00PID lahlUserrootlukaslukaslukas_windowserverlukaslukaslukaslukaslukasrootrootlukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukasrootlukaslukasSearch...
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IAlActivity MonitorFileEditViewWindowHelpActivity IAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormVirtual Machine Service for DockerreplaydWindowServerroutinedscreenpipeFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web Contentmds_storeslaunchservicesdiTerm2coreaudiodSlack Helperlanguage_server_macos_armActivity MonitorFirefoxSlack Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefox GPU HelperlaunchdWispr FlowFirefoxCP Isolated Web Content165,8149,591,850,726,419,213,89,58,78,77,86,46,14,64,63,83,73,63,53,33,22,82,42,42,22,01,91,8CPU Time22:23:13,382:15:12,761:37:35,825:35:08,477:45:19,211,053:30:26,2932:25,1029:21,925:23,851:02:59,7959:26,251:02:45,0556:18,8613:46,546:27,596:11,091:45:58,8056:41,364:07,2222:26,643:20,7114:52,563:23,092:23:28,8618:23,292:18,6540:10,48System:User:Idle:Threads % CThu 28 May 16:53:51CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple43,55%39,25%17.20%0,09,40,00,044,90,00,00,00,00,00,00,00,40,05,10,00,00,00,00,00,00,00,00,00,40,00,00,0CPU LOADThreads:Processes:GPU Time0,007:10,900,000,003:17:46,380,005:03,900,000,000,000,000,0018,190,005:53,750,000,000,040,000,000,000,000,000,0023:51,390,000,000,00PID lahlUserrootlukaslukaslukas_windowserverlukaslukaslukaslukaslukasrootrootlukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukasrootlukaslukasSearch...
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779976435660_m2.jpg...
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faVsco.js – Service.php
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu...
|
[{"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}]...
|
6423983795013307969
|
-3852565242246887264
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idle
|
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
rapstomViewCoocFV faVsco.s ~#12121 on JY-20963-fx-proidetancerredonhe>u Listenerst) Metadata>E Miaratonha Pipedriveyusalestorcha) FieldsOpportunitvMatchenopportunitySyncstrategyProspectsearchStrategCleentondCDecmrate-cmwonnsalateoracstraohocFaldseintonscho© PayloadBuilder.php1417© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.php141914211422o service.onlp© SyncBatchRedisService.ptM Traite© BaseClient.phoebrseoemce.onwchcimseneorconoCCmmaciMwoeimeonC) Detavlt Proscec Searchstrate)cprosnaeteache.ooo#ProspectSearchScope.phpcprosnae SaatchSrathoeclprowdwewe ehr non« PococdSalnator nhoPacolvoCommaoNamAp.Em.(C) TimaPorioditacatos nhaMKinckiM MaiWindowDeleteObjectsTrait.phpE custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XyTeom.one© Client.phpA console (STAGING)D8000class servace excenos baseservace aolesencsa| 5A12 A246 13/21 Aprevare tunccion anporcupporcunzty sch vaca. cupporcunzcyif (Sthis->config->opportunity value field 1d)SvalueFieldNane = Sthis->config->opportunityValueField->crm_providerid782Sdata = 0"can.1d"'account id'= Saccount->10 ? null.=> ScrebaralCuncrd'? nulu= ab strinridth( string: ScraDatal'Namo'] 22 .*.width: 128),currency code= CurrencyFornatter::formatCode( code: ScrmDatal 'CurrencyIsoCode"] ?7 nu* 713close datelSCOseiRre"sanseds wantmecand runeo> Scrabatal Isclosed).> Scrmbatal Isiion"J.=> Sstage?->1d ?? null,recortiwneosd o nutu" cerotely created at=> ScreatedDate,ncababsiaty*=> ScrmData["Probability") ?? null.=> ScrmData["ForecastCategoryName') ?? null,737-718=720— 723Sthss-snactane/nvTcashedFnttylSthfsosconffo.sonnontunstec0l ScnehataltTdrDo not allow locked DB tables & other errorsIto intenrupt the process of reverting the trashed opportunitiestry—729726Em/** Qvar Opportunitu Sopportunitu */Soppontunity = Sthis->config-›opportunitieso->update0rCreate(("cra_providerid' => ScraDatal'Id'. Sdata):729T730# import external fields into crn_ field data if presentiScrmFields = Sthis->get@pportunitySvncableFieldsO:752734sthis-1noort0oportun/tvorptelclaralscontatar ScraFtelds, Sopportuntty=>1o%Sthis-shand ebbtecttel ere on sopportuntty. Scrobara)i4 (Sopportunity->trashed@) $-2756E7385739-749=741annontuns ty.raskecen? Miceare.iwareherwtecto.etoooctinsty.soatchlonnontinstvosaeriidronAND a.created at > DATE SUB(NOW, INTERVAL 38 DAY)cRoup Ry u.sd urenaitl, maname, M.softohone nunberORDER BY sns count DESCselect * fron teans where id = 1:select * fron rolesSELECTCONCAT(u.1d, CASE WHEN u.id = t.ouner id THEN " (ouner)' ELSE **END) AS user_id,t.ounerid FROM social accounts saJOIN users u on v.id = sa.sociable.ioJoiN Teans 1 1.n8o>1. on 1.7d = u.ream10her uirean oswa nne shwnrouider & "huasporSELECT * FROM actávitios WHERE UUid to bIn*88241110-20f7-4817-[CREDIT_CARD] = UU10; # 79955459 72Malert Fri acaudes whece uireto oinahyeuriiuuaooeutonniihee Munde88869SELEGT + FROMcocon.soucarSlonsTHERE 10838SELECT * FROM teans WHERE id = 1117select * fronwhere id = 30249;sellect * ron mavhonks where oe Swkl*Eron nlavhonk cateaones nhere 5dr 43783select + Eron nlavhonk cateaones nhere oilavbook5d 5673select * fron crn_fields where id = 659242;select + Eron er Geld vallues nhene crn Beld 3d = 450242)SFIEM & EROM eo Eeld data €a• JOIN crn fields f ON fd.crn field id = f.1cIOTN sctustae anM Edlactausty Sd =a5oWHERE actávity_1d = 79933459SELECT * FROM activity_messages:select * fron text relays where created at > *2826-85-01*:select * fron activities where user id IN (7160, 18688) and created at > 2026-05-22" order by id descselect * fron users where team_id = 1 and id TN (18688, 13934, 7160):select * fron activities where user id = 7168 order by id desc Linit 10.select * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron tean,where 1d = 1117select + fron activity searches nhere user 1a = 31854%select + fron activity search &iltens where activity seanch fa TN (RRRR). 8ROA2)# console fiaum045 A1 A41 У 66 4Thu 28 May 16:53:56ServiceTesteeendhlesOrcherwichhlesorce beleronh+0.3RematchActivitvOncrmObiectDetach listener F[URL_WITH_CREDENTIALS] 4. Delete it again because IsDeletedatrue (Line 1444wihfehanhihokhethalhttonteoamaethedtm ceehntMC Ratum mill lekoas 144-1449if (Sopportunity=>trashedo)Adhotvt4 spad...
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faVsco.js – Service.php
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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormVirtual Machine Service for DockerreplaydscreenpipeWindowServerSlack Helper (Renderer)launchservicesdFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web Contentmds_storesFirefoxCP Isolated Web ContentcoreaudiodFirefoxSlack Helperlanguage_server_macos_armiTerm2FirefoxCP Isolated Web ContentActivity MonitorFirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefox GPU HelperWispr FlowFirefoxCP Isolated Web ContentControl Centre186,4150,573,072,051,530,526,112,410,210,28,47,36,65,25,04,54,54,24,14,03,83,73,02,82,52,01,71,7CPU Time22:23:31,742:15:28,441:37:44,535:35:14,463:30:30,767:45:22,4956:42,9159:26,935:24,9029:22,7632:26,0422:27,101:03:00,3216:53,5456:19,411:45:59,3313:47.036:28,001:02:45,4811:07,926:11,4912:00,533:21,0214:52,812:23:29,122:18,863:23,3519:35,36System:User:Idle:Threads CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,011,80,00,00,048,80,00,00,00,00,00,00,00,00,00,05,10,00,50,00,00,00,00,00,40,00,00,040,89%52,35%6,76%CPU LOADThreads:Processes:GPU Time0,007:11,420,000,005:03,903:17:48,140,000,000,000,000,000,000,000,000,000,045:53,900,0018,200,000,000,000,000,0023:51,400,000,000,04‹ >0 (hlPID % CThu 28 May 16:54:00SearchUserrootlukaslukaslukaslukas_windowserverlukasrootlukaslukaslukaslukasrootlukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormVirtual Machine Service for DockerreplaydscreenpipeWindowServerSlack Helper (Renderer)launchservicesdFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web Contentmds_storesFirefoxCP Isolated Web ContentcoreaudiodFirefoxSlack Helperlanguage_server_macos_armiTerm2FirefoxCP Isolated Web ContentActivity MonitorFirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefox GPU HelperWispr FlowFirefoxCP Isolated Web ContentControl Centre186,4150,573,072,051,530,526,112,410,210,28,47,36,65,25,04,54,54,24,14,03,83,73,02,82,52,01,71,7CPU Time22:23:31,742:15:28,441:37:44,535:35:14,463:30:30,767:45:22,4956:42,9159:26,935:24,9029:22,7632:26,0422:27,101:03:00,3216:53,5456:19,411:45:59,3313:47.036:28,001:02:45,4811:07,926:11,4912:00,533:21,0214:52,812:23:29,122:18,863:23,3519:35,36System:User:Idle:Threads CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,011,80,00,00,048,80,00,00,00,00,00,00,00,00,00,05,10,00,50,00,00,00,00,00,40,00,00,040,89%52,35%6,76%CPU LOADThreads:Processes:GPU Time0,007:11,420,000,005:03,903:17:48,140,000,000,000,000,000,000,000,000,000,045:53,900,0018,200,000,000,000,000,0023:51,400,000,000,04‹ >0 (hlPID % CThu 28 May 16:54:00SearchUserrootlukaslukaslukaslukas_windowserverlukasrootlukaslukaslukaslukasrootlukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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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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rapstomViewNeweNNCCoocFV faVsco.s ~#12121 on JY-20963-fx-ancerredonhe>u Listenerst) Metadata>E Miaratonla Pipedriveyusalestorcha) FieldsOpportunitvMatcheropportunitySyncstrategy 1395ProspectsearchStrategSerice traiisCleentont139213931394139613971398CDecmrate-cmwonnpalateoracstratono1400cFaldseintonscho© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.php14811482114851404148511486487o service.onlp© SyncBatchRedisService.pt1cesD Traits© BaseClient.phoeoreseviceonowchcmsencorconoeCouniincootkiowond(C CrmActivitvProviderintearate 1615CCmAciMweiMoonC) Detavlt Proscec SearchStrate 1419© OpportunityActivityMatcher.p 1424OpportunitySyncStrategyinte 142cprosnaeteache.ooo# ProsnectSearchScone nhoC ProspectSearchStrategyFactr 1429clprowdwewe ehr nonG PococdSalnator nhoResolveCompanyNameByEm: 1433(C) TimaPorioditacatos nhaMKinckiM MaiWindowDeleteObjectsTrait.phpyTeom.one© Client.phpclass servace excenos baseservace aolesencsprevare tunccion anporcupporcunzty sch vaca. cupporcunzcySrecordType = Sthis->config-›recordTypesOwheneld columns'crn_provider_id*, ScrnData["RecordTypeid'))->firstoScreatedDate = null:if empty(ScrnData("CreatedDate') =a= false)ScreatedDate = Carbon::parse(ScrnData("CreatedDate')->setTimezone( timezone: "UTC'):Sclosevare = nulbif empty(ScraData"CloseDate' =a= false)ScloseDate = Carbon::parse(ScreData[ 'CloseDate'))->format( format: "Y-n-d*)>Svalucricldnanc ="Anountif (Sthis->config->opportunfty_value_ficld_io)SvalueFicldNane = Sthis->config->opportunftyValueFicld->crm_provider_id:717-113•Teanid"accaunt1dathisosearo%e= Saccountosid 2> null.usenousen ic"name"eoparaltner nuitAnh steir datht strina: Sennhatal"Mame'1 89 x..width: 128)" cucnency codeSerhatal SvalneS eldlaneHIICuccencvFornatten:«fonnatfode/codesScnnhatafGucceneuisoGode.1%• cllose datuKs closed"=> ScloseDate,=> ScreData["IsClosed').Ke wanl=> ScreData ("Islion'.Ictadd 3d=> Sstage?->id ?? null' record type id"=> SrecordType->id ?? null,'remotely created at' => ScreatedDateonoodoey=> ScreData "Probability' ?? null=> ScreDatal"ForecastCategoryName') ?? nullSthis->restoreAnyTrashedEntity(Sthis->config->opportunities@. ScrnDatalId'D:-2756= 758=730#/ Do not allow locked DB tables & other errorsIl to interrupt the process of reverting the trashed opportunities—74—74try** @var Ooportunitu Sopportunitu */Sopportunity = sthisescontcesopportunetesel->updateûrCreate(['crnoroviderid' => Scrabatal'1d'11. Sdata):custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XA console (STAGING)11270248 V3VZA VAO0AND A-created at DATE SURMOWOL TNTERVAI 3A DAYINCROuP RY u.sd urenaitl, aname, ,softohone nunberORDER RY sns count nESKselect * fron teans where id = 1COlOAt& GAAn AAld0E706CGIEACONCAT(u.id, CASE WHEN u.id = t.ouner_id THEN ' (onner)' ELSE "* END) AS user_id,t.ounerid FROM social, accounts s.JOIN users u on v.id = sa.sociable.ioJOTN teans + 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FROM activities WHERE uuid_to_bin('8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YESSELEGT + FROM activities WHEDE uuid to bin(:[CREDIT_CARD]-9276-464da2A8185c') = uuid: # 80186192 MdSELEGT + FROM con conSiqurations MHERE 1d = 1953:MaEM FRiTeRnGWhEeE SOmWusens where 0 38749select + fron nlavbooks where id = 5/73:select + fron nlavbook cateaonies nhere 1d = 43783:select + Eron nlavhonk cataaon es nhere nilavbook5d 5672select + Eron er Geld vallues nhene ern Beld 3d = 450202)SFIEM & EROM eo Eeld data €aI0TM con frelde + 0M &ilooe Sreld 3d = €60IOTN sctustae anM Edlactausty Sd =a5oWHERE activityid = 79933459ANO& AAR ARAUSANA SAe the dAfdudty PUAAESELECT * FROM activity messagesPAlRAtGhAs LANt AAlAuA WhAnA AnAIAAA EOGOIselect * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans where 1d = 1117select + fron activity searches nhere user 1a = 31854%select + fron activity search &iltens where activity seanch fa TN (RRRR). 8ROA2)# console fiaum045 A1 A41 У 66 4Inu cowoy 10:04.00ServiceTesteeendhlesOrcherwichhlesorce beleronh+0.3RematchActivitvOncrmObiectDetach listener F[URL_WITH_CREDENTIALS] 4. Delete it again because IsDeletedatrue (Line 1444wihfehanhihokhethalhttonteoamaethedtm ceehntMC Ratum mill lekoas 144-1449if (Sopportunity=>trashedo)Adhotvt4 spad...
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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'
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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
JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormVirtual Machine Service for DockerreplaydscreenpipeWindowServerSlack Helper (Renderer)launchservicesdFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web Contentmds_storesFirefoxCP Isolated Web ContentcoreaudiodFirefoxSlack Helperlanguage_server_macos_armiTerm2FirefoxCP Isolated Web ContentActivity MonitorFirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefox GPU HelperWispr FlowFirefoxCP Isolated Web ContentControl Centre186,4150,573,072,051,530,526,112,410,210,28,47,36,65,25,04,54,54,24,14,03,83,73,02,82,52,01,71,7lahl100% (Thu 28 May 16:54:03CPU Time22:23:31,742:15:28,441:37:44,535:35:14,463:30:30,767:45:22,4956:42,9159:26,935:24,9029:22,7632:26,0422:27,101:03:00,3216:53,5456:19,411:45:59,3313:47.036:28,001:02:45,4811:07,926:11,4912:00,533:21,0214:52,812:23:29,122:18,863:23,3519:35,36System:User:Idle:Threads CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple45,29%52,36%2,35%0,011,80,00,00,048,80,00,00,00,00,00,00,00,00,00,05,10,00,50,00,00,00,00,00,40,00,00,0CPU LOADThreads:Processes:SearchGPU Time0,000,000,000,000,000,000,000,000,000,000,000,000,040,000,000,000,000,000,000,000,000,04PID Userrootlukaslukaslukaslukas_windowserverlukasrootlukaslukaslukaslukasrootlukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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faVsco.js – Service.php
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (isset($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}]...
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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,"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}]...
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-1556586073691613239
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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'])...
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Implements method in interface 'SendSummaryToC Implements method in interface 'SendSummaryToCrmInterface'
text/html
text/html
text/html
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#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;
}
...
|
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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":true,"is_selected":false,"is_expanded":false}]...
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Implements method in interface 'SendSummaryToC Implements method in interface 'SendSummaryToCrmInterface'
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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;
}
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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}]...
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-1556586073691613239
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-7851921920897086523
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visual_change
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accessibility
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?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,"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,"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'])...
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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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IAlActivity MonitorFileEditWindowActivity MonitorAll ProcessesProcess Namekernel_taskPhpStormVirtual Machine Service for DockerWindowServerreplaydFirefoxCP Isolated Web ContentscreenpipeFirefoxCP Isolated Web ContentFirefoxFirefoxCP Isolated Web ContentiTerm2coreaudiodSlack Helperlanguage_server_macos_armActivity MonitorSlack Helper (Renderer)FirefoxCP Isolated Web ContentClaudeNotion Calendar Helper (Renderer)FirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentViewHelp% CPUCursorUlViewService (Not Responding)Firefox GPU HelperFirefoxCP Isolated Web ContentWispr FlowFirefoxCP Isolated Web Content184,3150,3137,443,942,916,114,29,99,08,55,55,14,84,64,03,93,93,93,73,03,02,62,62,62,52,31,91,7CPU Time22:25:27,112:17:05,051:39:06,477:45:40,475:35:48,9040:11,963:30:43,215:32,461:46:04,1632:32,331:02:49,2256:22,6413:50,206:30,536:14,3156:45,3514:54,5428:02,529:33,9423:39,773:23,1912:01,7116:56,415:43,252:23:30,7822:36,192:20,2029:24,25System:User:Idle:Threads alol100% CThu 28 May 16:55:08CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple52,53%44,53%2,95%0,05,30,045,80,00,00,00,00,00,00,50,06,00,00,00,00,00,00,00,00,00,00,00,00,40,00,00,0CPU LOADThreads:Processes:SearchGPU Time0,007:12,540,003:17:56,700,000,005:03,900,000,040,0018,300,005:55,010,000,000,000,000,000,000,000,000,000,000,0023:51,480,000,000,00PID Userrootlukaslukas_windowserverlukaslukaslukaslukaslukaslukaslukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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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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-1556586073691613239
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-7851921920897086523
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visual_change
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accessibility
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['StageName'])...
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Activity MonitorFileEditViewWindowHelpActivity Mon Activity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskVirtual Machine Service for DockerPhpStormscreenpipereplaydFirefoxCP Isolated Web ContentWindowServerFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentlaunchservicesdFirefoxcoreaudiodFirefoxCP Isolated Web ContentiTerm2Slack Helperlanguage_server_macos_armFirefoxCP Isolated Web ContentActivity MonitorSlack Helper (Renderer)Wispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefox GPU HelperSlackio.kandji.KandjiAgent.ESF-Extensiontccd189,0144,4136,352,236,622,320,617,913,910,29,57,36,95,74,94,84,64,14,04,03,52,92,82,82,62,32,22,2CPU Time22:25:58,521:39:23,592:17:34,943:30:49,405:35:56,8729:25,857:45:45,5716:57,6340:13,015:34,0932:33,9559:30,511:46:05,2356:23,5212:02,141:02:50,0713:50,966:32,0022:36,516:15,0656:45,943:23,6723:40,0214:55,002:23:31,2013:02,6431:09,898:29,91System:User:Idle:Threads alsl100% C8• Thu 28 May 16:55:26CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,00,08,10,00,00,036,20,00,00,00,00,00,00,00,00,34,20,00,00,00,00,00,00,00,30,00,00,046,07%49,23%4,70%CPU LOADThreads:Processes:wwwSearchGPU Time0,000,007:13,535:03,900,000,003:17:59,4123:PID Userrootlukaslukaslukaslukaslukas_windowserverlukaslukaslukaslukasrootlukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukasrootlukas...
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Activity MonitorFileEditViewWindowHelpActivity Mon Activity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskVirtual Machine Service for DockerPhpStormscreenpipereplaydFirefoxCP Isolated Web ContentWindowServerFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentlaunchservicesdFirefoxcoreaudiodFirefoxCP Isolated Web ContentiTerm2Slack Helperlanguage_server_macos_armFirefoxCP Isolated Web ContentActivity MonitorSlack Helper (Renderer)Wispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefox GPU HelperSlackio.kandji.KandjiAgent.ESF-Extensiontccd189,0144,4136,352,236,622,320,617,913,910,29,57,36,95,74,94,84,64,14,04,03,52,92,82,82,62,32,22,2CPU Time22:25:58,521:39:23,592:17:34,943:30:49,405:35:56,8729:25,857:45:45,5716:57,6340:13,015:34,0932:33,9559:30,511:46:05,2356:23,5212:02,141:02:50,0713:50,966:32,0022:36,516:15,0656:45,943:23,6723:40,0214:55,002:23:31,2013:02,6431:09,898:29,91System:User:Idle:Threads alsl100% C8• Thu 28 May 16:55:26CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,00,08,10,00,00,036,20,00,00,00,00,00,00,00,00,34,20,00,00,00,00,00,00,00,30,00,00,046,07%49,23%4,70%CPU LOADThreads:Processes:wwwSearchGPU Time0,000,007:13,535:03,900,000,003:17:59,4123:PID Userrootlukaslukaslukaslukaslukas_windowserverlukaslukaslukaslukasrootlukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukasrootlukas...
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IAlActivity MonitorFileEditViewWindowHelpActivity IAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskVirtual Machine Service for DockerPhpStormreplaydFirefoxCP Isolated Web ContentscreenpipeWindowServerFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentlaunchservicesdiTerm2coreaudiodSlack Helperlanguage_server_macos_armSlack Helper (Renderer)Activity MonitorWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefox GPU HelperFirefoxCP Isolated Web ContentWispr Flowio.kandji.KandjiAgent.ESF-ExtensionFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentControl Centre192,9154,9117,852,527,224,824,518,913,29,78,98,75,95,45,05,04,74,03,83,12,82,42,42,32,12,01,91,7CPU Time22:26:08,721:39:31,782:17:41,175:35:59,6440:14,453:30:50,717:45:46,8629:26,8416:58,331:46:05,745:34,5632:34,4159:30,821:02:50,3656:23,7813:51,236:32,2556:46,156:15,263:23,839:37,882:23:31,3214:55,132:20,6631:10,0022:36,623:24,1719:36,62System:User:Idle:Threads % C8• Thu 28 May 16:55:30CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple48,83%46,81%4,36%0,00,06,30,00,00,030,50,00,00,00,00,00,00,30,03,60,00,00,00,00,00,30,00,00,00,00,00,0CPU LOADThreads:Processes:GPU Time0,000,007:13,530,000,005:03,903:17:59,890,000,000,040,000,000,0018,320,005:55,340,000,000,000,000,0023:51,500,000,000,000,000,000,04PID lahlUserrootlukaslukaslukaslukaslukas_windowserverlukaslukaslukaslukaslukasrootlukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukasrootlukaslukaslukasSearch...
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IAlActivity MonitorFileEditViewWindowHelpActivity IAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskVirtual Machine Service for DockerPhpStormreplaydFirefoxCP Isolated Web ContentscreenpipeWindowServerFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentlaunchservicesdiTerm2coreaudiodSlack Helperlanguage_server_macos_armSlack Helper (Renderer)Activity MonitorWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefox GPU HelperFirefoxCP Isolated Web ContentWispr Flowio.kandji.KandjiAgent.ESF-ExtensionFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentControl Centre192,9154,9117,852,527,224,824,518,913,29,78,98,75,95,45,05,04,74,03,83,12,82,42,42,32,12,01,91,7CPU Time22:26:08,721:39:31,782:17:41,175:35:59,6440:14,453:30:50,717:45:46,8629:26,8416:58,331:46:05,745:34,5632:34,4159:30,821:02:50,3656:23,7813:51,236:32,2556:46,156:15,263:23,839:37,882:23:31,3214:55,132:20,6631:10,0022:36,623:24,1719:36,62System:User:Idle:Threads % C8• Thu 28 May 16:55:30CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple48,83%46,81%4,36%0,00,06,30,00,00,030,50,00,00,00,00,00,00,30,03,60,00,00,00,00,00,30,00,00,00,00,00,0CPU LOADThreads:Processes:GPU Time0,000,007:13,530,000,005:03,903:17:59,890,000,000,040,000,000,0018,320,005:55,340,000,000,000,000,0023:51,500,000,000,000,000,000,04PID lahlUserrootlukaslukaslukaslukaslukas_windowserverlukaslukaslukaslukaslukasrootlukas_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukasrootlukaslukaslukasSearch...
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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,"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,"bounds":{"left":0.41589096,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Explain Plan","depth":4,"bounds":{"left":0.4245346,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Browse Query History","depth":4,"bounds":{"left":0.43550533,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"View Parameters","depth":4,"bounds":{"left":0.44414893,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Open Query Execution Settings…","depth":4,"bounds":{"left":0.45279256,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"In-Editor Results","depth":4,"bounds":{"left":0.4637633,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Tx: Auto","depth":4,"bounds":{"left":0.47473404,"top":0.09896249,"width":0.024268618,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Cancel Running Statements","depth":4,"bounds":{"left":0.5013298,"top":0.09896249,"width":0.008643617,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Playground","depth":4,"bounds":{"left":0.51230055,"top":0.09896249,"width":0.029587766,"height":0.01915403},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"jiminny","depth":4,"bounds":{"left":0.7237367,"top":0.09896249,"width":0.02825798,"height":0.01915403},"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}]...
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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
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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":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}]...
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-1556586073691613239
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-7851921920897086523
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visual_change
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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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86206
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2958
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7
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2026-05-28T13:55:53.195070+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779976553195_m1.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskVirtual Machine Service for DockerPhpStormreplaydWindowServerFirefoxCP Isolated Web Contentscreenpipemds_storesFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentDockerFirefoxActivity MonitorcoreaudiodlaunchservicesdiTerm2Slack HelperSlack Helper (Renderer)language_server_macos_armWispr Flow Helper (Renderer)io.kandji.KandjiAgent.ESF-ExtensionFirefox GPU HelperFirefoxCP Isolated Web ContentWispr FlowClaudeSlackControl CentreNotion Helper (Renderer)185,5142,2115,355,732,520,714,914,811,09,46,35,85,25,14,74,64,53,93,82,92,52,22,01,91,91,71,61,5CPU Time22:26:48,451:40:01,572:18:08,325:36:10,567:45:53,845:37,143:30:54,341:03:02,7322:38,7732:36,371:14,941:46:07,076:16,2056:24,8259:31,691:02:51,5413:52,2156:46,966:33,653:24,4531:10,412:23:31,8314:55,612:21,0828:03,2913:03,0019:36,9323:44,79System:User:Idle:Threads CPUMemoryEnergyDiskIdle Wake-UpsKind AppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleCPU LOAD54,22%44,25%1,53%Network% GPU0,00,012,20,047,80,00,00,00,00,00,00,00,00,00,00,45,00,00,00,00,00,30,00,00,00,00,00,0Threads:Processes:GPU Time0,000,007:14,320,003:18:03,220,00900,000,000,000,000,040,000,000,000,000,000,000,000,000,000,000,050,040,00‹ >0 (hlPID Userrootlukaslukaslukas_windowserverlukaslukasrootlukaslukaslukaslukaslukas_coreaudiodrootlukaslukaslukaslukaslukasrootlukaslukaslukaslukaslukaslukaslukas100% CThu 28 May 16:55:53Search...
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-2043899010719147819
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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskVirtual Machine Service for DockerPhpStormreplaydWindowServerFirefoxCP Isolated Web Contentscreenpipemds_storesFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentDockerFirefoxActivity MonitorcoreaudiodlaunchservicesdiTerm2Slack HelperSlack Helper (Renderer)language_server_macos_armWispr Flow Helper (Renderer)io.kandji.KandjiAgent.ESF-ExtensionFirefox GPU HelperFirefoxCP Isolated Web ContentWispr FlowClaudeSlackControl CentreNotion Helper (Renderer)185,5142,2115,355,732,520,714,914,811,09,46,35,85,25,14,74,64,53,93,82,92,52,22,01,91,91,71,61,5CPU Time22:26:48,451:40:01,572:18:08,325:36:10,567:45:53,845:37,143:30:54,341:03:02,7322:38,7732:36,371:14,941:46:07,076:16,2056:24,8259:31,691:02:51,5413:52,2156:46,966:33,653:24,4531:10,412:23:31,8314:55,612:21,0828:03,2913:03,0019:36,9323:44,79System:User:Idle:Threads CPUMemoryEnergyDiskIdle Wake-UpsKind AppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleCPU LOAD54,22%44,25%1,53%Network% GPU0,00,012,20,047,80,00,00,00,00,00,00,00,00,00,00,45,00,00,00,00,00,30,00,00,00,00,00,0Threads:Processes:GPU Time0,000,007:14,320,003:18:03,220,00900,000,000,000,000,040,000,000,000,000,000,000,000,000,000,000,050,040,00‹ >0 (hlPID Userrootlukaslukaslukas_windowserverlukaslukasrootlukaslukaslukaslukaslukas_coreaudiodrootlukaslukaslukaslukaslukasrootlukaslukaslukaslukaslukaslukaslukas100% CThu 28 May 16:55:53Search...
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2026-05-28T13:55:57.255961+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779976557255_m2.jpg...
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faVsco.js – Service.php
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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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'
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Code changed:
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246
3
21
Previous Highlighted Error
PhpStormEV favscojs ~ProjectvViewNeweNNCCooc#12121 on JY-20963-fix-InWindowwnepersonHloura BatchS zel mt© JournalEventTransform1 MetadatalOpportunitySyncStrategyParnatonProspectSearchStrategyRedis› E ServiceTraitswDeieieoo coutroton© UserRoieObserver.phpJimintyodousCommano.ongoCicheeneclass service excenos baseservace molesencsprevare tunccion inporcupporcunzty sch vaca. ¿upporcunzcyA12 A246 M3 X21 A1430143114321433› 0 Webhookgbalcnsynceo.eclor.ohgc)Balchsynckeolssernice.of© Chent.phpc) elosedDea stges serice.@ DealFieldsService.phpc DecorateAcuviy.ongc)Field actinitions.onocFieldtvoeconverter.onoHubspotelientinterface.photosoorlokenanders© PayloadBuilder.phpC Remoreetmor odan out© [EMAIL]© SyncRelatedActivityManas© WebhookSyncBatchProce>@ IntegrationAppListeners• Im Metadatal› @ Migration› ED PipedriveM Salesforcet FieldsOpportunityMatcherOopokoniysynoswotcewta ProspectSearchStrategy145S1457© Clent.php© DecorateActivity.php© DeleteObjects Trait.php14631464© FieldDefinitions.php© PayloadBullder.php14661467© Profile.phpc Quervstlder oho©QueryHandler.phpC) Querviterator cho©QueryResults.php147781472C Sem ce.nad@SyncBatchRedisService.pt1473 € )iM Traitc1597À ONNN hAt nhn$this->restoreAnyTrashedEntity(Sthis->config->opportunities(), $crnData['Id'I);// Do not allow Locked DB tables & other errorsI/ to interrupt the process of reverting the trashed opportunities/к* @vac gepoctunity Sopportunity */Sopportunity = Sthis->config->opportunitieswnoareurureartl chaoroworoocauoon Dourab// import external fields into crn_field_data if presentScrmFields = Sthis->getOpportunitySyncableFields:sthis->inoortopportun/tveraptelclara scontata, ScrFtelds, Sooportuntty=>1onSthis-shancl onhsonthiol efsnnl CAnnAnfinsfw CranhafalPS$1Firefoxreturn Sopportunity:} catch (Exception Sexception) {Sentry:: captureException(Sexception):Sthis->logger-›error(*(Salesforce) inportOpportunity failure.', ["crn_provider_id' => $craData{'Id'],'tean_id' => Sthis-›tean->id,"exception' => Sexception-›getMessageO,Sthis->handleEntityDeLetkonByProviderId(Sthis->config->opportunities(), ScrnData);return nult;* Binheritdocpublte funetzion syncContacts(Cacbon Ssince. 2Canbon Sto = null)e sinta...1id-entity // View pull request (43 minutes ago)E customlogA console (STAGING)E Iaravel.logA SF (iminny@localhost)HS.Jocal ([iminny@localhost)A console (PROD) X)AND a.created_at > DATE_SUB(NOW(), INTERVAL 30 DAY)GROUP BY u.id, u.email, u.name, u.softphone numbenORDER BY sns_count DESC;select * fron teans where id = 1;scleetx tron rolesSELECTCONCAT(u.1d, GASE WHEN U.id = t.omner_id THEN • (ouner)' ELSE "* END) AS user_id,tounerdd Fron socral accountssJoiw users u on u.1d = sa.s0c1a0l0-10JOIN teans t 1.n<->1: on t.id = u.team_idWHERE U.tean,1d = 1117 and sa.provider = hubspor";A console (EU?045 A1 A41 X66 AEne-715HI1 HITO0У L7Thu 28 May 16:55:56U ServiceTest ~lesOrcherwichhlesorce beleronhsdispatcher->dispatch(new DetachActivity0bject(Sactivity, Screobject)): // Triggers ren3. RematchactivitvonermobiectDetach Listener FiresD phpReeatchactvityindre0o1ectDetach::handelBus: : chaintEnew CheckAndRetryRenoteMatch(activityld: Sactivity-*getId(), creobject: ScraObject),-d1spatchl)During rematching, if no local match is found:D phpwcrtctwtwSarca..ndcrRecordelaauentimm.c>decorator-›natchExactlyßyEnail(enail: Sparticipant->getEnailAddress(), ..):ator Falls Back to Remote APIenSerytcichamewira whith meynoochicOpportunity() when cpcortunity CRM ID is founsunity() WITHOUT Early IsDeleted Check- 740=742select * fron crn_field_values where crn_field_id = 659242;SELECT * FROM crn_field_data fd• JOIN crn_fields f ON fd.crm_field_id = f.id* JOIN activities a ON fd.activity_id = a.1dWHERE activity_id = 79933459# AND f.crn_provider_id = 'hs_activity_type':SELECT * FROM activity_messages;select * fron text_relays where created_at > '2026-85-01*:select x fron activities where user_id IN (7160, 18608) and created_at > '2026-05-22' order by id desc;select x fron users where team_id = 1 and id IN (18608, 13934, 7160):select x fron activities where user_id = 7160 order by id desc linit 10;select x fron accounts where tean_id = 1 and nane = 'ColunnS":select * fron users where name like "XSubrax"; # 31854, 1117select * fron teans where id = 1117;selleer * ron actyy soanches nhene usesyiisselect * fron activity_search_filters where activity_search_id IN (88882, 88902);1/ 1. Restore fron trash (line 1430)SthisesrestoreAnvTrashedEntttylSthicosconttossoocortuntticol. Scr Datalttd"b12. Creste/undate the doportuniry - NO SiSTS KIIH A VALIO DA Orines 1436-1437Sopportunity = sthisupdatcorcreatecrn_provider.dScrbatal1d'l, Soata1/ 3. Inport related data using the opportunity ID (Line 1442)sthis->inportOpportunityCraFieldData(scredata, Scrafields, Sopportunity->id);11 4. Delete it again because IsDeletedutrue (Line 1444)whteshandilanb.acthelat.tonCoonortunty.CerhhmS. Return nul a ines446-1448Adhotv2 4 space:...
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2026-05-28T13:56:25.348035+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779976585348_m1.jpg...
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PhpStorm
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faVsco.js – Service.php
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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormVirtual Machine Service for DockerreplaydWindowServerscreenpipeFirefoxCP Isolated Web ContentFirefoxFirefoxCP Isolated Web ContentiTerm2launchservicesdcoreaudiodSlack HelperActivity MonitorFirefox GPU HelperSlack Helper (Renderer)language_server_macos_armFirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)SlackClaudeWispr FlowFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentNotion Helper (Renderer)Control CentrelogdFirefoxCP Isolated Web Content189,6187,399,547,542,127,812,611,58,96,15,95,54,74,64,03,93,03,03,02,62,52,21,91,81,81,51,51,3CPU Time22:27:50,442:18:45,321:40:35,725:36:27,547:46:10,873:31:05,144:41,601:46:12,2632:39,171:02:53,4459:33,4656:26,5413:53,746:17,662:23:34,7056:48,256:34,7614:56,403:25,4013:03,6328:04,502:21,7829:27,5316:59,1723:45,2819:37,3915:12,3622:40,26System:User:Idle:Threads % <7Thu 28 May 16:56:25CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,07,10,00,050,50,00,00,00,00,30,00,04,00,01,70,00,00,00,00,00,00,00,00,00,00,00,00,051,87%46,02%2,11%CPU LOADThreads:Processes:GPU Time0,007:15,180,000,003:18:10,635:03,900,000,040,0018,400,000,005:56,220,0023:51,840,000,000,000,000,050,000,000,000,000,000,040,000,00PID lahlUserrootlukaslukaslukas_windowserverlukaslukaslukaslukaslukasroot_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukasrootlukasSearch...
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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormVirtual Machine Service for DockerreplaydWindowServerscreenpipeFirefoxCP Isolated Web ContentFirefoxFirefoxCP Isolated Web ContentiTerm2launchservicesdcoreaudiodSlack HelperActivity MonitorFirefox GPU HelperSlack Helper (Renderer)language_server_macos_armFirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)SlackClaudeWispr FlowFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentNotion Helper (Renderer)Control CentrelogdFirefoxCP Isolated Web Content189,6187,399,547,542,127,812,611,58,96,15,95,54,74,64,03,93,03,03,02,62,52,21,91,81,81,51,51,3CPU Time22:27:50,442:18:45,321:40:35,725:36:27,547:46:10,873:31:05,144:41,601:46:12,2632:39,171:02:53,4459:33,4656:26,5413:53,746:17,662:23:34,7056:48,256:34,7614:56,403:25,4013:03,6328:04,502:21,7829:27,5316:59,1723:45,2819:37,3915:12,3622:40,26System:User:Idle:Threads % <7Thu 28 May 16:56:25CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple0,07,10,00,050,50,00,00,00,00,30,00,04,00,01,70,00,00,00,00,00,00,00,00,00,00,00,00,051,87%46,02%2,11%CPU LOADThreads:Processes:GPU Time0,007:15,180,000,003:18:10,635:03,900,000,040,0018,400,000,005:56,220,0023:51,840,000,000,000,000,050,000,000,000,000,000,040,000,00PID lahlUserrootlukaslukaslukas_windowserverlukaslukaslukaslukaslukasroot_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukasrootlukasSearch...
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2026-05-28T13:56:25.200752+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779976585200_m2.jpg...
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PhpStorm
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faVsco.js – Service.php
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rapstomViewNeweNNCCoocKelucioWindowFV faVsco.s ~#1 rapstomViewNeweNNCCoocKelucioWindowFV faVsco.s ~#12121 on JY-20963-fx-lproidetphp helpers.php=custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XHloura BatchS zel mtwDeieieoo coutrotonoAcinclot)JiminnyDebugCommand.phg(©) Client.phdconsolA ISTAGINGCHloura Event tranciiomIa MetadatalOpportunitySyncStrategyParnatonProspectSearchStrategyMi Redis› D ServiceTraitsclass servace excenos baseservace aolesencsa| 541270248 V3V2A VA00prevare tuncion inporcupporcunzty schvaca. ¿upporcunzcy1419143114321433> [ Webhookgbalcnsynceo.eclor.ohg© BatchSyncRedisService.ptc) esentonec) elosedDea stges [EMAIL] DecorateAcuviy.ohec)Field actinitions.onocFieldtvoeconverter.onoHubspotelientinterface.photosoorlokenanderso Pawoadculder.choc Remoreetmer odan oulResnonseNormalize.phoC Serce.narcsunchiereeon.onn© SyncRelatedActivityManas@ WehhookSwncRatchProse>m intecrationAnolmlllisteners> Im MetadatalIm Miaration› Pipedriveh Salastore.t Fieldsb OpportunityMatcher1457Oopokoniysynoswotcew1459INOINIAMSAOSEC© Clent.phdel nacorateAet Miy.oho0DeleteObiectsTrait oho©) FieldDefinitions.cho© PavloadBuilder.ohc© Profile.ohec Quervstlder oho©QueryHandler.ohd146414661467146914691470Sthis->restoreAnyTrashedEntity(Sthis->config->opportunities, ScraData("Id'));// Do not allow locked DB tables & other errors// to interrupt the process of reverting the trashed opportunities/** Qvar Opportunity Sopportunitu */Soppontunity = Sthis->config-›opportunitieso)->updateOrCreate(f'cra.providerid' = ScraDatal'Id', Sdata):# impont external fields into crn_ field data if presentiScreFields = Sthis->get@pportunitySvncableFieldsOsthis->inoortopportun/tveraptelclara scontata, ScrFtelds, Sooportuntty=>oSthis->handi edbtecttel er on opportuntty Scrotara)i4 (Sopportunity->trashed@) ^Sannontuns tyosachecent Mraate.MatchAetSustfesToMer0onontunstweedieontch/Sonnontunstv-Soettdl)matian Cannontunstyeatoh misyeanton Cayeant..ooiCentau..cantnasycant.ooCaycant.ol*Sthis->logger-›error(' [Salesforce) inportOpportunity failure.'. ['crm_ provider_id' => ScrmData("Id'].'tean id' => Sthis->team->id'exception" => Sexception-›getMessage)Sthis->handleEntsitvDelettionBvProviderid(Sthis->config->opportunites((). Scrnbata):C) Querviterator cho© QueryResults.ohoC Sem ce.nad* Binhenitdod1473.61159)publte funetzion syncContacts(Cacbon Ssince. 2Canbon Sto = null)e sinta...1iM TraitcÀ ONNN hAt nhnwtwtt/wiew.oureoneetlkm.outhe.ae=7е6_717НО MT!ARBRES73e=73E7ss— 734736II MIAND A-created at DATE SURMOWOL TNTERVAI 3A DAYINCROuP RY u.sd urenaitl, aname, ,softohone nunberORDER RY sns count nESKselect * fron teans where id = 1COlOAt& GAAn AAld0CGIEACONCAT(u.id, CASE WHEN u.id = t.ouner_id THEN " (ouner)' ELSE "* END) AS user_id,t.ounerid FROM social, accounts s.JOIN users u on v.id = sa.sociable.ioJOTN teans + 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FROM activities WHERE uuid_to_bin('8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YESSELEGT + FROM activities WHEDE uuid to bin(:[CREDIT_CARD]-9276-464da2A8185c') = uuid: # 80186192 MdSELEGT + FROM con conSiqurations MHERE 1d = 1953:MaEM FRiTeRnGWhEeE SOmWusers where id = 30249select + fron nlavbooks where id = 5/73:select * fron playbook_categories where id = 43783;select + Eron nlavhonk cateaones nhere nilavbook5d 5673select + Eron er Geld vallues nhene con Bield 3d = 45022)SFIEM & EROM eo Eeld data €a• JOIN crn fields f ON fd.crn field id = f.1cIOTN sctustae anM Edlactausty Sd =a5oWHERE activityid = 79933459ANO& AAR ARAUSANA SAe the dAfdudty PUAAESELECT * FROM activity messagesPAlRAtGhAs LANt AAlAuA WhAnA AnAIAAA EOGOIselect * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans where 1d = 1117select + fron activity searches nhere user 1a = 31854%select + fron activity search &iltens where activity seanch fa TN (RRRR). 8ROA2)# console fiaum045 A1 A41 У 66 4TO0У L7Thu 28 May 16:56:26ServiceTestlesOrcherwichhlesorce beleronh+0.soispatcher-sd ispatchinew Detachactviryoolect actvty, Screoblect)AlTirtogers re3. RematchactivitvonermobiectDetach Listener FiresReeatchactwitvindre0o1ectDetach::handieRuceachafntnew CheckAndRetryRenotcMatch(activityid: Sactivity-egetid(), crnobject: Scrmobject)-d1spatchl)Durine rematching, it no locsl match is oundD phowcrtotwtwSarica..ndcrRecordelaauentism.chdecorator->matchExactlyByEmail(enail: Sparticipant-soetEmailAddress). ...)5. CachedCrmServiceDecorator Falls Back to Remote APcnche mise.onsthte%cmSeryschssrcharac.wewawhichmemnooet/1 Eventually calls syncOpportunity() when cpportunity CRM ID is founs6. The Bug: importOpportunity() WITHOUT Early IsDeleted ChecinewatauoctoneoartionortuntulCerhathoodrtunt11 1. Restore fron trash (line 1430)SthisesrestoreAnvTrashedEntttylSthicosconttossoocortuntticol. Ser DataltTd"oMz Creste/uodate theportunity - NOWT SSTS WIH A VALIO 3I0! Orines 1436-1437Sopportunity = $thi->config-›opportunities()updatcorcreatecrn_provider.dScrbatal1d'l, Soata/1 3. Import related data using the opportunity ID (line 1442)sthis->inportOpportunityCraFieldData(scredata, Scrafields, Sopportunity->id);11 4. Delete ft again because IsDeletedatrue (1inc 1444))whteshandilanb.acthelat.tonCoonortunty.CerhhmS. Return nul aines446-448Adhotv*4 space...
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rapstomViewNeweNNCCoocKelucioWindowFV faVsco.s ~#1 rapstomViewNeweNNCCoocKelucioWindowFV faVsco.s ~#12121 on JY-20963-fx-lproidetphp helpers.php=custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XHloura BatchS zel mtwDeieieoo coutrotonoAcinclot)JiminnyDebugCommand.phg(©) Client.phdconsolA ISTAGINGCHloura Event tranciiomIa MetadatalOpportunitySyncStrategyParnatonProspectSearchStrategyMi Redis› D ServiceTraitsclass servace excenos baseservace aolesencsa| 541270248 V3V2A VA00prevare tuncion inporcupporcunzty schvaca. ¿upporcunzcy1419143114321433> [ Webhookgbalcnsynceo.eclor.ohg© BatchSyncRedisService.ptc) esentonec) elosedDea stges [EMAIL] DecorateAcuviy.ohec)Field actinitions.onocFieldtvoeconverter.onoHubspotelientinterface.photosoorlokenanderso Pawoadculder.choc Remoreetmer odan oulResnonseNormalize.phoC Serce.narcsunchiereeon.onn© SyncRelatedActivityManas@ WehhookSwncRatchProse>m intecrationAnolmlllisteners> Im MetadatalIm Miaration› Pipedriveh Salastore.t Fieldsb OpportunityMatcher1457Oopokoniysynoswotcew1459INOINIAMSAOSEC© Clent.phdel nacorateAet Miy.oho0DeleteObiectsTrait oho©) FieldDefinitions.cho© PavloadBuilder.ohc© Profile.ohec Quervstlder oho©QueryHandler.ohd146414661467146914691470Sthis->restoreAnyTrashedEntity(Sthis->config->opportunities, ScraData("Id'));// Do not allow locked DB tables & other errors// to interrupt the process of reverting the trashed opportunities/** Qvar Opportunity Sopportunitu */Soppontunity = Sthis->config-›opportunitieso)->updateOrCreate(f'cra.providerid' = ScraDatal'Id', Sdata):# impont external fields into crn_ field data if presentiScreFields = Sthis->get@pportunitySvncableFieldsOsthis->inoortopportun/tveraptelclara scontata, ScrFtelds, Sooportuntty=>oSthis->handi edbtecttel er on opportuntty Scrotara)i4 (Sopportunity->trashed@) ^Sannontuns tyosachecent Mraate.MatchAetSustfesToMer0onontunstweedieontch/Sonnontunstv-Soettdl)matian Cannontunstyeatoh misyeanton Cayeant..ooiCentau..cantnasycant.ooCaycant.ol*Sthis->logger-›error(' [Salesforce) inportOpportunity failure.'. ['crm_ provider_id' => ScrmData("Id'].'tean id' => Sthis->team->id'exception" => Sexception-›getMessage)Sthis->handleEntsitvDelettionBvProviderid(Sthis->config->opportunites((). Scrnbata):C) Querviterator cho© QueryResults.ohoC Sem ce.nad* Binhenitdod1473.61159)publte funetzion syncContacts(Cacbon Ssince. 2Canbon Sto = null)e sinta...1iM TraitcÀ ONNN hAt nhnwtwtt/wiew.oureoneetlkm.outhe.ae=7е6_717НО MT!ARBRES73e=73E7ss— 734736II MIAND A-created at DATE SURMOWOL TNTERVAI 3A DAYINCROuP RY u.sd urenaitl, aname, ,softohone nunberORDER RY sns count nESKselect * fron teans where id = 1COlOAt& GAAn AAld0CGIEACONCAT(u.id, CASE WHEN u.id = t.ouner_id THEN " (ouner)' ELSE "* END) AS user_id,t.ounerid FROM social, accounts s.JOIN users u on v.id = sa.sociable.ioJOTN teans + 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FROM activities WHERE uuid_to_bin('8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YESSELEGT + FROM activities WHEDE uuid to bin(:[CREDIT_CARD]-9276-464da2A8185c') = uuid: # 80186192 MdSELEGT + FROM con conSiqurations MHERE 1d = 1953:MaEM FRiTeRnGWhEeE SOmWusers where id = 30249select + fron nlavbooks where id = 5/73:select * fron playbook_categories where id = 43783;select + Eron nlavhonk cateaones nhere nilavbook5d 5673select + Eron er Geld vallues nhene con Bield 3d = 45022)SFIEM & EROM eo Eeld data €a• JOIN crn fields f ON fd.crn field id = f.1cIOTN sctustae anM Edlactausty Sd =a5oWHERE activityid = 79933459ANO& AAR ARAUSANA SAe the dAfdudty PUAAESELECT * FROM activity messagesPAlRAtGhAs LANt AAlAuA WhAnA AnAIAAA EOGOIselect * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans where 1d = 1117select + fron activity searches nhere user 1a = 31854%select + fron activity search &iltens where activity seanch fa TN (RRRR). 8ROA2)# console fiaum045 A1 A41 У 66 4TO0У L7Thu 28 May 16:56:26ServiceTestlesOrcherwichhlesorce beleronh+0.soispatcher-sd ispatchinew Detachactviryoolect actvty, Screoblect)AlTirtogers re3. RematchactivitvonermobiectDetach Listener FiresReeatchactwitvindre0o1ectDetach::handieRuceachafntnew CheckAndRetryRenotcMatch(activityid: Sactivity-egetid(), crnobject: Scrmobject)-d1spatchl)Durine rematching, it no locsl match is oundD phowcrtotwtwSarica..ndcrRecordelaauentism.chdecorator->matchExactlyByEmail(enail: Sparticipant-soetEmailAddress). ...)5. CachedCrmServiceDecorator Falls Back to Remote APcnche mise.onsthte%cmSeryschssrcharac.wewawhichmemnooet/1 Eventually calls syncOpportunity() when cpportunity CRM ID is founs6. The Bug: importOpportunity() WITHOUT Early IsDeleted ChecinewatauoctoneoartionortuntulCerhathoodrtunt11 1. Restore fron trash (line 1430)SthisesrestoreAnvTrashedEntttylSthicosconttossoocortuntticol. Ser DataltTd"oMz Creste/uodate theportunity - NOWT SSTS WIH A VALIO 3I0! Orines 1436-1437Sopportunity = $thi->config-›opportunities()updatcorcreatecrn_provider.dScrbatal1d'l, Soata/1 3. Import related data using the opportunity ID (line 1442)sthis->inportOpportunityCraFieldData(scredata, Scrafields, Sopportunity->id);11 4. Delete ft again because IsDeletedatrue (1inc 1444))whteshandilanb.acthelat.tonCoonortunty.CerhhmS. Return nul aines446-448Adhotv*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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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":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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-1556586073691613239
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-7851921920897086523
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visual_change
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accessibility
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
if ($lead->trashed()) {
return null;
}
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): ?Account
{
if (! empty($crmData['IsDeleted'])) {
$this->handleEntityDeletionByProviderId($this->config->accounts(), $crmData);
return null;
}
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account->trashed() ? null : $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId === null) {
$this->logger->error('[Salesforce] | Skip import, no user_id found', [
'id' => $crmData['Id'],
]);
return null;
}
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['StageName'])...
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Project: faVsco.js, menu
#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
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IAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUPhpStormkernel_taskVirtual Machine Service for DockerscreenpipereplaydWindowServerFirefoxCP Isolated Web ContentlaunchservicesdFirefoxSlack Helper (Renderer)coreaudiodSlack HelperiTerm2Activity MonitorFirefoxCP Isolated Web ContentFirefoxlanguage_server_macos_armFirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)cef_server Helper (GPU)ClaudeFirefoxCP Isolated Web ContentWispr Flowcef_server Helper (Renderer)SlackFirefoxCP Isolated Web ContentControl CentreFirefoxCP Isolated Web Content246,6197,269,348,037,534,010,28,45,55,35,24,84,34,34,23,73,63,13,03,02,62,42,32,22,22,12,02,0CPU Time2:19:08,4822:28:12,021:40:43,303:31:09,425:36:32,807:46:15,5132:40,3059:34,001:46:12,9656:48,8056:27,1413:54,241:02:54,016:18,1029:27,8413:56,446:35,1314:56,723:25,737:17,4628:04,8416:59,392:22,017:30,9513:03,7822:40,4319:37,575:39,57System:User:Idle:Threads (ah)100% C8• Thu 28 May 16:56:33CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind% GPU AppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple6,60,00,00,00,047,60,00,00,00,00,03,80,30,00,00,00,00,00,00,00,00,00,00,00,00,00,00,051,04%41,99%6,97%CPU LOADThreads:Processes:SearchGPU Time0,000,000,000,000,000,040,000,000,000,000,010,000,000,000,000,000,000,000,050,000,040,00PID Userserverdiod...
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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}]...
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-7851921920897086523
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visual_change
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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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rapstomViewNeweNNCCoocKelucioWindowFV faVsco.|s ~# rapstomViewNeweNNCCoocKelucioWindowFV faVsco.|s ~#12121 on JY-20963-fx-lProinet vphp helpers.php=custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XHloura BatchS zel mtwDeieieoo coutroton)JiminnyDebugCommand.phg(©) Client.phdconsolA ISTAGINGCHloura Event tranciiom1 MetadatalOpportunitySyncStrategyParnatonrrospecioedrensudleMi Redis• [5) ServiceTraitsclass service excenos baseservace molesencsa| 511270248 V3VZA VAO0prevare tunccion inporcupporcunzty sch vaca. ¿upporcunzcy1419143114321433> [ Webhookgbalcnsynceo.eclor.ohg© BatchSyncRedisService.ptc) esentonec) elosedDea stges [EMAIL] DecorateAcuviy.ohec)Field actinitions.onocFieldtvoeconverter.onoHubspotelientinterface.photosoorlokenanderso Pawoadculder.choC Remoreetmor odan outResnonseNormalize.phoC Serce.narcsunchiedeon.oadcsuncrelateacwhaner@ WehhookSwncRatchProce>m intecrationAnolimllisteners> Im MetadatalIm Miaration› Pipedriveh Salastore.t Fieldsb OpportunityMatcherOopokoniysynoswotcew1457arroseceseteroudtceeeentonoc) DecorateAcuivity.cho0DeleteObiectsTrait.pho©) FieldDefinitions.cho© PavloadBuilder.ohc© Profile.ohec Quervstlder oho©QueryHandler.ohd14641465146614671469Sthis->restoreAnyTrashedEntity(Sthis->config->opportunities, ScraData("Id'));// Do not allow locked DB tables & other errors// to interrupt the process of reverting the trashed opportunities/** Qvar Opportunity Sopportunitu */Soppontunity = Sthis->config-›opportunitieso)->updateOrCreate(f'cra.providerid' = ScraDatal'Id', Sdata):# impont external fields into crn_ field data if presentiScreFields = Sthis->get@pportunitySvncableFieldsOsthis->inoortooportunttveraptelclara scontatar ScrFtelds, Sopportunttyo>oSthis->handi edbtecttel er on opportuntty Scrotara)if (Sopportunity->trashed0) ^Cascade *11Command 21Surround1t (sopponzunzty->waskecenttycreated) 1MatchAetSustfesToMer0onontunstweedieoatch/Sonnontunstv-Soettdl)matian Cannontunstyeatoh misyeanton Cayeant..ooiCentau..cantnasycant.ooCaycant.ol*Sthis->logger-›error(' [Salesforce) inportOpportunity failure.'. ['crm_ provider_id' => ScrmData("Id'].'tean id' => Sthis->team->id'exception" => Sexception-›getMessage)D:Sthis->handleEntsitvDeletionBvProviderid(Sthis->config->opportunities((. Scrnbata):C) Querviterator cho© QueryResults.ohoC Sem ce.nad1473* Binhenitdod1473.61159)publte funetzion svncContacts (Cacbon Ssince. 2Canbon Sto = null)e sinte...aiM TraitcÀ ONNN hAt nhnwtwttw/wiew.oureoneethnmautse.son=7е6НО MT!730E7ss— 734II IIAND A-created at DATE SURMOWOL TNTERVAI 3A DAYINCROuP RY u.sd urenaitl, aname, ,softohone nunberORDER RY sns count nESKselect * fron teans where id = 1COlOAt& GAAn AAld0CGIGOCONCAT(u.1d, CASE WHEN u.id = t.ouner id THEN " (ouner)' ELSE ** END) AS user idt.ounerid FROM social, accounts s.JOIN users u on v.id = sa.sociable.ioJOTN teans t 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FROM activities WHERE uuid_to_bin('8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YESSELEGT + FROM activities WHEDE uuid to bin(:[CREDIT_CARD]-9276-464da2A8185c') = uuid: # 80186192 MdSELECT * FROM crn_configurations WHERE id = 1053;MaEM FRiTeRnGWhEeE SOmWusers where id = 30249select + fron nlavbooks where id = 5/73:select * fron playbook_categories where id = 43783;select + Eron nlavhonk cateaones nhere oilavbook5d 5673select + Eron er Geld vallues nhene crn Beld 3d = 450242)SFIEM & EROM eo Eeld data €a• JOIN crn fields f ON fd.crn field id = f.1cIOTN sctustae anM Edlactausty Sd =a5oWHERE activityid = 79933459ANO& AAR ARAUSANA SAe the dAfdudty PUAAESELECT * FROM activity messages:PAlRAtGhAs LANt AAlAuA WhAnA AnAIAAA EOGOIPllet GaAs Medee WhAnd WheedACAAedBATN CAndA 47071 94/01.select * fron activities where user id = 7168 order by id desc Linit 10.select * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans where 1d = 1117select + fron activity searches nhere user 1a = 31854%select + fron activity search &iltens where activity seanch fal TN (RRRR). 8R0A2)ServiceTestTO0У L7• Thu 28 May 16:56:58+0.# console fiaum045 A1 A41 У 66 4eeendhlesOrcherwichhlesorca Deleion t1f (Sopportuntty=strashedo)) ‹retuca one7. The Race Condition/ Foreign Key ViolationThe Problem: Between steps 2 and 4, the opportunity briefty exists in the database with a valid ID. During thiswinr o*I1Creict vityservice::uodatePartcloantscrebaralois sti ococessind• And findCrmDonainRecords() or similar methods are calledThey may teich this temporanly-restored opportunicy• Include it in the srecords array: [null, null, sopportunity, null, null, null)otsconcev Yirucalercev WreulalrecoresteonCmhe NeNKethen ActiyityssundatcAct.ivitvdrDatal0atActtyity.0ho:2172-21721t (sopportunity && sthis-sopportunity id |= Sopportunity→>1d) 4Schis->opportunzty1o = sopportunity=>10;Mnx sets tk to a row that s about to be deleteThe Fix PartemCAmasro wnh tnnartÁccount à at lng TRR AN CMTtCA tInT N LAA" On WNNh NArONN han o thieAefunta thaetso denartaccaunt /Cenhatal, DACtMiAany side [EMAIL]-MoaroeshccouerclorCermararaturn onllI rest of cethod only nuns tor nonedeleted recondenoortooportun tylo and snportlcado are missing this carly checkReturns dalatad obinchs 1n.Raturns eulL Rum crantas cide allacte ttemoorarilv valicRestorc + Sync + DeleteCorrectCorrectActivity gets cooortunty ld that oete deletodMissing earty is0eletedAsk anything (XOL)CorrectAecortooportunt ty ano ieoortt cad lack thn" HodhAdhotvWindereietikchires ios wankel hioh*4 space...
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rapstomViewNeweNNCCoocKelucioWindowFV faVsco.|s ~# rapstomViewNeweNNCCoocKelucioWindowFV faVsco.|s ~#12121 on JY-20963-fx-lProinet vphp helpers.php=custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XHloura BatchS zel mtwDeieieoo coutroton)JiminnyDebugCommand.phg(©) Client.phdconsolA ISTAGINGCHloura Event tranciiom1 MetadatalOpportunitySyncStrategyParnatonrrospecioedrensudleMi Redis• [5) ServiceTraitsclass service excenos baseservace molesencsa| 511270248 V3VZA VAO0prevare tunccion inporcupporcunzty sch vaca. ¿upporcunzcy1419143114321433> [ Webhookgbalcnsynceo.eclor.ohg© BatchSyncRedisService.ptc) esentonec) elosedDea stges [EMAIL] DecorateAcuviy.ohec)Field actinitions.onocFieldtvoeconverter.onoHubspotelientinterface.photosoorlokenanderso Pawoadculder.choC Remoreetmor odan outResnonseNormalize.phoC Serce.narcsunchiedeon.oadcsuncrelateacwhaner@ WehhookSwncRatchProce>m intecrationAnolimllisteners> Im MetadatalIm Miaration› Pipedriveh Salastore.t Fieldsb OpportunityMatcherOopokoniysynoswotcew1457arroseceseteroudtceeeentonoc) DecorateAcuivity.cho0DeleteObiectsTrait.pho©) FieldDefinitions.cho© PavloadBuilder.ohc© Profile.ohec Quervstlder oho©QueryHandler.ohd14641465146614671469Sthis->restoreAnyTrashedEntity(Sthis->config->opportunities, ScraData("Id'));// Do not allow locked DB tables & other errors// to interrupt the process of reverting the trashed opportunities/** Qvar Opportunity Sopportunitu */Soppontunity = Sthis->config-›opportunitieso)->updateOrCreate(f'cra.providerid' = ScraDatal'Id', Sdata):# impont external fields into crn_ field data if presentiScreFields = Sthis->get@pportunitySvncableFieldsOsthis->inoortooportunttveraptelclara scontatar ScrFtelds, Sopportunttyo>oSthis->handi edbtecttel er on opportuntty Scrotara)if (Sopportunity->trashed0) ^Cascade *11Command 21Surround1t (sopponzunzty->waskecenttycreated) 1MatchAetSustfesToMer0onontunstweedieoatch/Sonnontunstv-Soettdl)matian Cannontunstyeatoh misyeanton Cayeant..ooiCentau..cantnasycant.ooCaycant.ol*Sthis->logger-›error(' [Salesforce) inportOpportunity failure.'. ['crm_ provider_id' => ScrmData("Id'].'tean id' => Sthis->team->id'exception" => Sexception-›getMessage)D:Sthis->handleEntsitvDeletionBvProviderid(Sthis->config->opportunities((. Scrnbata):C) Querviterator cho© QueryResults.ohoC Sem ce.nad1473* Binhenitdod1473.61159)publte funetzion svncContacts (Cacbon Ssince. 2Canbon Sto = null)e sinte...aiM TraitcÀ ONNN hAt nhnwtwttw/wiew.oureoneethnmautse.son=7е6НО MT!730E7ss— 734II IIAND A-created at DATE SURMOWOL TNTERVAI 3A DAYINCROuP RY u.sd urenaitl, aname, ,softohone nunberORDER RY sns count nESKselect * fron teans where id = 1COlOAt& GAAn AAld0CGIGOCONCAT(u.1d, CASE WHEN u.id = t.ouner id THEN " (ouner)' ELSE ** END) AS user idt.ounerid FROM social, accounts s.JOIN users u on v.id = sa.sociable.ioJOTN teans t 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FROM activities WHERE uuid_to_bin('8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YESSELEGT + FROM activities WHEDE uuid to bin(:[CREDIT_CARD]-9276-464da2A8185c') = uuid: # 80186192 MdSELECT * FROM crn_configurations WHERE id = 1053;MaEM FRiTeRnGWhEeE SOmWusers where id = 30249select + fron nlavbooks where id = 5/73:select * fron playbook_categories where id = 43783;select + Eron nlavhonk cateaones nhere oilavbook5d 5673select + Eron er Geld vallues nhene crn Beld 3d = 450242)SFIEM & EROM eo Eeld data €a• JOIN crn fields f ON fd.crn field id = f.1cIOTN sctustae anM Edlactausty Sd =a5oWHERE activityid = 79933459ANO& AAR ARAUSANA SAe the dAfdudty PUAAESELECT * FROM activity messages:PAlRAtGhAs LANt AAlAuA WhAnA AnAIAAA EOGOIPllet GaAs Medee WhAnd WheedACAAedBATN CAndA 47071 94/01.select * fron activities where user id = 7168 order by id desc Linit 10.select * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans where 1d = 1117select + fron activity searches nhere user 1a = 31854%select + fron activity search &iltens where activity seanch fal TN (RRRR). 8R0A2)ServiceTestTO0У L7• Thu 28 May 16:56:58+0.# console fiaum045 A1 A41 У 66 4eeendhlesOrcherwichhlesorca Deleion t1f (Sopportuntty=strashedo)) ‹retuca one7. The Race Condition/ Foreign Key ViolationThe Problem: Between steps 2 and 4, the opportunity briefty exists in the database with a valid ID. During thiswinr o*I1Creict vityservice::uodatePartcloantscrebaralois sti ococessind• And findCrmDonainRecords() or similar methods are calledThey may teich this temporanly-restored opportunicy• Include it in the srecords array: [null, null, sopportunity, null, null, null)otsconcev Yirucalercev WreulalrecoresteonCmhe NeNKethen ActiyityssundatcAct.ivitvdrDatal0atActtyity.0ho:2172-21721t (sopportunity && sthis-sopportunity id |= Sopportunity→>1d) 4Schis->opportunzty1o = sopportunity=>10;Mnx sets tk to a row that s about to be deleteThe Fix PartemCAmasro wnh tnnartÁccount à at lng TRR AN CMTtCA tInT N LAA" On WNNh NArONN han o thieAefunta thaetso denartaccaunt /Cenhatal, DACtMiAany side [EMAIL]-MoaroeshccouerclorCermararaturn onllI rest of cethod only nuns tor nonedeleted recondenoortooportun tylo and snportlcado are missing this carly checkReturns dalatad obinchs 1n.Raturns eulL Rum crantas cide allacte ttemoorarilv valicRestorc + Sync + DeleteCorrectCorrectActivity gets cooortunty ld that oete deletodMissing earty is0eletedAsk anything (XOL)CorrectAecortooportunt ty ano ieoortt cad lack thn" HodhAdhotvWindereietikchires ios wankel hioh*4 space...
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779976625886_m1.jpg...
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PhpStorm
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faVsco.js – Service.php
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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormVirtual Machine Service for DockerreplaydscreenpipeWindowServerdeletedFirefoxCP Isolated Web Contentmds_storescef__server Helper (Renderer)Slack Helper (Renderer)launchservicesdcoreaudiodSlack HelperiTerm2language_server_macos_armFirefoxCP Isolated Web ContentActivity MonitorSlackcef_server Helper (GPU)FirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxcef_serverClaudeWispr Flow9,37,85,65,44,94,94,64,64,03,63,63,53,43,12,92,92,82,62,32,2CPU Time22:29:10,122:19:46,121:41:12,735:36:48,823:31:15,957:46:24,061:03,8032:42,991:03:04,287:31,8456:51,5559:35,2456:28,6813:55,711:02:55,556:36,2512:08,266:19,3113:04,287:18,3222:43,993:26,6414:57,495:40,531:46:14,713:32,7628:05,392:22,65System:User:Idle:Threads lahl100% CThu 28 May 16:57:05CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple32,71%35,79%31,50%CPU LOAD0,06,30,00,00,038,90,00,00,00,00,00,00,04,10,30,00,00,00,01,00,00,00,00,00,00,00,00,0Threads:Processes:SearchGPU Time0,000,000,000,000,000,000,000,000,000,000,000,000,000,050,000,000,000,000,040,000,000,00PID Userrootlukaslukaslukaslukas_windowserverlukaslukasrootlukaslukasroot_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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JAlActivity MonitorFileEditViewWindowHelpActivity JAlActivity MonitorFileEditViewWindowHelpActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormVirtual Machine Service for DockerreplaydscreenpipeWindowServerdeletedFirefoxCP Isolated Web Contentmds_storescef__server Helper (Renderer)Slack Helper (Renderer)launchservicesdcoreaudiodSlack HelperiTerm2language_server_macos_armFirefoxCP Isolated Web ContentActivity MonitorSlackcef_server Helper (GPU)FirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxcef_serverClaudeWispr Flow9,37,85,65,44,94,94,64,64,03,63,63,53,43,12,92,92,82,62,32,2CPU Time22:29:10,122:19:46,121:41:12,735:36:48,823:31:15,957:46:24,061:03,8032:42,991:03:04,287:31,8456:51,5559:35,2456:28,6813:55,711:02:55,556:36,2512:08,266:19,3113:04,287:18,3222:43,993:26,6414:57,495:40,531:46:14,713:32,7628:05,392:22,65System:User:Idle:Threads lahl100% CThu 28 May 16:57:05CPUMemoryEnergyDiskNetworkIdle Wake-UpsKind % GPUAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleAppleApple32,71%35,79%31,50%CPU LOAD0,06,30,00,00,038,90,00,00,00,00,00,00,04,10,30,00,00,00,01,00,00,00,00,00,00,00,00,0Threads:Processes:SearchGPU Time0,000,000,000,000,000,000,000,000,000,000,000,000,000,050,000,000,000,000,040,000,000,00PID Userrootlukaslukaslukaslukas_windowserverlukaslukasrootlukaslukasroot_coreaudiodlukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukaslukas...
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2026-05-28T13:57:05.989991+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779976625989_m2.jpg...
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PhpStorm
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faVsco.js – Service.php
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rapstomViewNeweNNCCoocKelucioWindowFV faVsco.|s ~# rapstomViewNeweNNCCoocKelucioWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidetphp helpers.php=custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XHloura BatchS zel mtwDeieieoo coutroton)JiminnyDebugCommand.phg(©) Client.phdconsolA ISTAGINGCHloura Event tranciiom1 MetadatalOpportunitySyncStrategyParnatonrrospecioedrensudleMi Redis• [5 ServiceTraitsclass servace excenos baseservace aolesencsa| 511270248 V3VZA VAO0prevare tunccion inporcupporcunzty sch vaca. ¿upporcunzcy1419143114321433> [ WebhookgBalcnsynceo.eclor.ohg© BatchSyncRedisService.ptc) esentonec) elosedDea stges [EMAIL] DecorateAcuviy.ongc)Field actinitions.onocFieldtvoeconverter.ohoHubspotelientinterface.photosoorlokenanderso Pawoadculder.choC Remoreetmor odan outResnonseNormalize.phoC Serce.narcsunchiereeon.onncsuncrelateacwhaner@ WehhookSwncRatchProce>m intecrationAnolimllisteners> Im MetadatalIm Miaration› Pipedriveh Salastore.t Fieldsl OpportunityMatchenOopokoniysynoswotcew1457arroseceseteroudtceeeentonoc) DecorateAcuivity.cho0DeleteObiectsTrait.pho©) FieldDefinitions.cho© PavloadBuilder.ohc© Profile.ohec Quervstlder oho©QueryHandler.ohd14641465146614671469Sthis->restoreAnyTrashedEntity(Sthis->config->opportunities, ScraData("Id'));// Do not allow locked DB tables & other errors// to interrupt the process of reverting the trashed opportunities/** Qvar Opportunity Sopportunitu */Soppontunity = Sthis->config-›opportunitieso)->updateOrCreate(f'cra.providerid' = ScraDatal'Id', Sdata):# impont external fields into crn_ field data if presentiScreFields = Sthis->get@pportunitySvncableFieldsOsthis->inoortooportuntverptelclara scontatar ScrFtelds, Sopportunttyo>1o)lSthis->handi edbtecttel er on opportuntty Scrotara)if (Sopportunity->trashed0) ^Cascade *11Command 21Surround1t (sopponzunzty->waskecenttycreated) 1MatchAetSustfesToMer0onontunstweedieoatch/Sonnontunstv-Soettdl)matian Cannontunstyeatoh misyeanton Cayeant..ooiCentar..cantuinasycant.onltaycontoolSthis->logger-›error(' [Salesforce) inportOpportunity failure.'. ['crm_ provider_id' => ScrmData("Id'].'tean id' => Sthis->team->id'exception" => Sexception-›getMessage)D:Sthis->handleEntsitvDeletionBvProviderid(Sthis->config->opportunities((. Scrnbata):C) Querviterator cho© QueryResults.ohoC Sem ce.nad1473* Binhenitdod1473.61159)publte funetzion svncContacts (Cacbon Ssince. 2Canbon Sto = null)e sinte...aiM TraitcÀ ONNN hAt nhnwtwttw/wiew.oureoneethnmautse.son=7е6НО MT!730E7ss— 734II IIAND A-created at DATE SURMOWOL TNTERVAI 3A DAYINCROuP RY u.sd urenaitl, aname, ,softohone nunberORDER RY sns count nESKselect * fron teans where id = 1COlOAt& GAAn AAld0CGIEACONCAT(u.id, CASE WHEN u.id = t.ouner_id THEN " (ouner)' ELSE "* END) AS user_id,t.ounerid FROM social, accounts s.JOIN users u on v.id = sa.sociable.ioJOTN teans t 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FROM activities WHERE uuid_to_bin('8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YESSELEGT + FROM activities WHEDE uuid to bin(:[CREDIT_CARD]-9276-464da2A8185c') = uuid: # 80186192 MdSELECT * FROM crn_configurations WHERE id = 1053;MaEM FRiTeRnGWhEeE SOmWusers where id = 30249select + fron nlavbooks where id = 5/73:select * fron playbook_categories where id = 43783;select + Eron nlavhonk cateaones nhere oilavbook5d 5673select + Eron er Geld vallues nhene crn Beld 3d = 450242)SFIEM & EROM eo 6eld data €• JOIN crn fields f ON fd.crn field id = f.1cIOTN sctustfae a nM Edl actáusty dd=aaoWHERE activityid = 79933459ANO& AAR ARAUSARA Ae the dAfdudty QUANESELECT * FROM activity messages:PAlRAtGhAs LANt AAlAuA WhAnA AnAIAAA EOGOIPllet GaAs Medee WhAnd WheedACAAedBATN CAndA 47071 94/01.select * fron activities where user_id = 7168 order by id desc Linit 10.select * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans where 1d = 1117select + fron activity searches nhere user 1a = 31854%select + fron activity search &iltens where activity seanch fal TN (RRRR). 8R0A2)# console fiaum045 A1 A41 У 66 4TO0У L7Thu 28 May 16:57:06ServiceTesteeendhlesOrcherwichhlesorca Deleion t+0.The Probiem: Between steos 2 and 4, the opportunity onetiy exists in the database with a valo o, Durina this•wcracevtysciwce. tuposreraroeoontschotolbsol proceain•And ainder lonaintecoras or simar methocs are cedThey may fetch this temporarily-restored opportunityInclude tin the Srecords array. nutt, nuit, Soocortuniity, muitt mulihuikil• Pass it to Activity::updateActivityCrmData(Srecords) (line 89 in CrmActivityService)nenAcolwviiuood @ncovlMircuaral arncewY.oho:a7le47Thohssooporunwhe90000runyidlessoooortnyesoSthis-sopportunityid = Sopportunity->1d; // X Sets FK to a row that's about to be deletcSthis->save(): /1 X Foreign key constraint violation!unerxratternComosre wiuhi inoort Account 0 at line 1155 andbinoort Contactlo ar tne 100 which correctly handethis.tohsEariy check - returns BEFORE any side ettectawntulCcrhatalttchelatad.Sthis-shandleEntityDeletionByProviderId(Sthis-config-oaccounts(). ScrnData):.. rest of nethod only runs for non-deleted recordeool0oooruniMo and sinoorLesdlo Ars miccine thie Aetu AhansummaryYour DescriptionActual BehavioReturns deleted oblect's ID7 Returns nutt, BUT creates side effects (temporarity validinaccuratcRestore → Sync → DeleteECarenaexacoy what happensTX Cocraink Causn7 CorrectActivity cets ocoortunity ID that oets deletedMissing early IsDeletedinportupportunity and yrao rttaad bok thidAsk anything (XOL)c HodeAdhotvWindereietikchires ios wankel hioh*4 space...
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rapstomViewNeweNNCCoocKelucioWindowFV faVsco.|s ~# rapstomViewNeweNNCCoocKelucioWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidetphp helpers.php=custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XHloura BatchS zel mtwDeieieoo coutroton)JiminnyDebugCommand.phg(©) Client.phdconsolA ISTAGINGCHloura Event tranciiom1 MetadatalOpportunitySyncStrategyParnatonrrospecioedrensudleMi Redis• [5 ServiceTraitsclass servace excenos baseservace aolesencsa| 511270248 V3VZA VAO0prevare tunccion inporcupporcunzty sch vaca. ¿upporcunzcy1419143114321433> [ WebhookgBalcnsynceo.eclor.ohg© BatchSyncRedisService.ptc) esentonec) elosedDea stges [EMAIL] DecorateAcuviy.ongc)Field actinitions.onocFieldtvoeconverter.ohoHubspotelientinterface.photosoorlokenanderso Pawoadculder.choC Remoreetmor odan outResnonseNormalize.phoC Serce.narcsunchiereeon.onncsuncrelateacwhaner@ WehhookSwncRatchProce>m intecrationAnolimllisteners> Im MetadatalIm Miaration› Pipedriveh Salastore.t Fieldsl OpportunityMatchenOopokoniysynoswotcew1457arroseceseteroudtceeeentonoc) DecorateAcuivity.cho0DeleteObiectsTrait.pho©) FieldDefinitions.cho© PavloadBuilder.ohc© Profile.ohec Quervstlder oho©QueryHandler.ohd14641465146614671469Sthis->restoreAnyTrashedEntity(Sthis->config->opportunities, ScraData("Id'));// Do not allow locked DB tables & other errors// to interrupt the process of reverting the trashed opportunities/** Qvar Opportunity Sopportunitu */Soppontunity = Sthis->config-›opportunitieso)->updateOrCreate(f'cra.providerid' = ScraDatal'Id', Sdata):# impont external fields into crn_ field data if presentiScreFields = Sthis->get@pportunitySvncableFieldsOsthis->inoortooportuntverptelclara scontatar ScrFtelds, Sopportunttyo>1o)lSthis->handi edbtecttel er on opportuntty Scrotara)if (Sopportunity->trashed0) ^Cascade *11Command 21Surround1t (sopponzunzty->waskecenttycreated) 1MatchAetSustfesToMer0onontunstweedieoatch/Sonnontunstv-Soettdl)matian Cannontunstyeatoh misyeanton Cayeant..ooiCentar..cantuinasycant.onltaycontoolSthis->logger-›error(' [Salesforce) inportOpportunity failure.'. ['crm_ provider_id' => ScrmData("Id'].'tean id' => Sthis->team->id'exception" => Sexception-›getMessage)D:Sthis->handleEntsitvDeletionBvProviderid(Sthis->config->opportunities((. Scrnbata):C) Querviterator cho© QueryResults.ohoC Sem ce.nad1473* Binhenitdod1473.61159)publte funetzion svncContacts (Cacbon Ssince. 2Canbon Sto = null)e sinte...aiM TraitcÀ ONNN hAt nhnwtwttw/wiew.oureoneethnmautse.son=7е6НО MT!730E7ss— 734II IIAND A-created at DATE SURMOWOL TNTERVAI 3A DAYINCROuP RY u.sd urenaitl, aname, ,softohone nunberORDER RY sns count nESKselect * fron teans where id = 1COlOAt& GAAn AAld0CGIEACONCAT(u.id, CASE WHEN u.id = t.ouner_id THEN " (ouner)' ELSE "* END) AS user_id,t.ounerid FROM social, accounts s.JOIN users u on v.id = sa.sociable.ioJOTN teans t 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FROM activities WHERE uuid_to_bin('8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YESSELEGT + FROM activities WHEDE uuid to bin(:[CREDIT_CARD]-9276-464da2A8185c') = uuid: # 80186192 MdSELECT * FROM crn_configurations WHERE id = 1053;MaEM FRiTeRnGWhEeE SOmWusers where id = 30249select + fron nlavbooks where id = 5/73:select * fron playbook_categories where id = 43783;select + Eron nlavhonk cateaones nhere oilavbook5d 5673select + Eron er Geld vallues nhene crn Beld 3d = 450242)SFIEM & EROM eo 6eld data €• JOIN crn fields f ON fd.crn field id = f.1cIOTN sctustfae a nM Edl actáusty dd=aaoWHERE activityid = 79933459ANO& AAR ARAUSARA Ae the dAfdudty QUANESELECT * FROM activity messages:PAlRAtGhAs LANt AAlAuA WhAnA AnAIAAA EOGOIPllet GaAs Medee WhAnd WheedACAAedBATN CAndA 47071 94/01.select * fron activities where user_id = 7168 order by id desc Linit 10.select * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans where 1d = 1117select + fron activity searches nhere user 1a = 31854%select + fron activity search &iltens where activity seanch fal TN (RRRR). 8R0A2)# console fiaum045 A1 A41 У 66 4TO0У L7Thu 28 May 16:57:06ServiceTesteeendhlesOrcherwichhlesorca Deleion t+0.The Probiem: Between steos 2 and 4, the opportunity onetiy exists in the database with a valo o, Durina this•wcracevtysciwce. tuposreraroeoontschotolbsol proceain•And ainder lonaintecoras or simar methocs are cedThey may fetch this temporarily-restored opportunityInclude tin the Srecords array. nutt, nuit, Soocortuniity, muitt mulihuikil• Pass it to Activity::updateActivityCrmData(Srecords) (line 89 in CrmActivityService)nenAcolwviiuood @ncovlMircuaral arncewY.oho:a7le47Thohssooporunwhe90000runyidlessoooortnyesoSthis-sopportunityid = Sopportunity->1d; // X Sets FK to a row that's about to be deletcSthis->save(): /1 X Foreign key constraint violation!unerxratternComosre wiuhi inoort Account 0 at line 1155 andbinoort Contactlo ar tne 100 which correctly handethis.tohsEariy check - returns BEFORE any side ettectawntulCcrhatalttchelatad.Sthis-shandleEntityDeletionByProviderId(Sthis-config-oaccounts(). ScrnData):.. rest of nethod only runs for non-deleted recordeool0oooruniMo and sinoorLesdlo Ars miccine thie Aetu AhansummaryYour DescriptionActual BehavioReturns deleted oblect's ID7 Returns nutt, BUT creates side effects (temporarity validinaccuratcRestore → Sync → DeleteECarenaexacoy what happensTX Cocraink Causn7 CorrectActivity cets ocoortunity ID that oets deletedMissing early IsDeletedinportupportunity and yrao rttaad bok thidAsk anything (XOL)c HodeAdhotvWindereietikchires ios wankel hioh*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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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,"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 */
$stage = null;
if (isset($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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[{"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},{"role":"AXButton","text":"IDE and Project Settings","depth":5,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"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}]...
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NULL
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
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Run 'ServiceTest'
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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},{"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}]...
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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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rapstomViewCoocWindowFV f Project: faVsco.js, menu
rapstomViewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidetphp helpers.php=custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XHloura BatchS zel mtwDeieieoo coutroton)JiminnyDebugCommand.phg(©) Client.phdconsolA ISTAGINGCHloura Event tranciiomIa MetadatalOpportunitySyncStrategyParnatonrrospecioedrensudleMi Redis• [5) ServiceTraitsclass servace excenos baseservace aolesencsa| 511270248 V3VZA VAO0prevare tunccion inporcupporcunzty sch vaca. ¿upporcunzcy1419143114321433> [ WebhookgBalcnsynceo.eclor.ohg© BatchSyncRedisService.ptc) esencohec) elosedDea stges [EMAIL] DecorateAcuviy.ohec)Field actinitions.onocFieldtvoeconverter.ohoHubspotelientinterface.photosoorlokenanderso Pawoadculder.choC Remoreetmor odan outResnonseNormalize.phoC Serce.narcsunchiedeon.oadcsuncrelateacwhaner@ WehhookSwncRatchProse>m intecrationAnolimllisteners> Im MetadatalIm Miaration› Pipedriveh Salastore.t Fieldsb OpportunityMatcher1457Oopokoniysynoswotcewarroseceseteroudtceeeentonoc) DecorateAcuivity.cho0DeleteObiectsTrait oho©) FieldDefinitions.cho© PavloadBuilder.ohc© Profile.ohec Quervstlder oho©QueryHandler.ohd146414651466146714691469Sthis->restoreAnyTrashedEntity(Sthis->config->opportunities, ScraData("Id'));// Do not allow locked DB tables & other errors// to interrupt the process of reverting the trashed opportunities/** Qvar Opportunity Sopportunitu */Soppontunity = Sthis->config-›opportunitieso)->updateOrCreate(f'cra.providerid' = ScraDatal'Id', Sdata):# impont external fields into crn_ field data if presentiScreFields = Sthis->get@pportunitySvncableFieldsO,sthis->inoortooportuntverptelclara scontatar ScrFtelds, Sopportunttyo>1o)lSthis->handi edbtecttel er on opportuntty Scrotara)if (Sopportunity->trashed0) ^return nut?Sannontuns tyosachecent Mraate.MatchAetSustfesToMer0onontunstweedieontch/Sonnontunstv-Soettdl)matian Cannontunstyeatoh misyeanton Cayeant..ooiCentau..cantnasycant.ooCaycant.ol*Sthis->logger-›error(' [Salesforce) inportOpportunity failure.'. ['crm_ provider_id' => ScrmData("Id'].'tean id' => Sthis->team->id'exception" => Sexception-›getMessage)D:Sthis->handleEntsitvDeletionBvProviderid(Sthis->config->opportunities((. Scrnbata):C) Querviterator cho© QueryResults.ohoC Sem ce.nad1472* Binhenitdod1473 6:1597publte funetzion svncContacts (Cacbon Ssince. 2Canbon Sto = null)e sinte...aiM TraitcÀ ONNN hAt nhnwtwttw/wiew.oureoneethnmautse.son=7е6НI MTT730E7ss— 734II IIAND A-created at DATE SURMOWOL TNTERVAI 3A DAYINCROuP RY u.sd urenaitl, aname, ,softohone nunberORDER RY sns count nESKselect * fron teans where id = 1COlOAt& GAAn AAld0CGIGOCONCAT(u.id, CASE WHEN u.id = t.ouner_id THEN " (ouner)' ELSE "* END) AS user_id,t.ounerid FROM social, accounts s.JOIN users u on v.id = sa.sociable.ioJOTN teans t 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FROM activities WHERE uuid_to_bin('8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YESSELEGT + FROM activities WHEDE uuid to bin(:[CREDIT_CARD]-9276-464da2A8185c') = uuid: # 80186192 MdSELECT * FROM crn_configurations WHERE id = 1053;MaEM FRiTeRnGWhEeE SOmWusers where id = 30249select + fron nlavbooks where id = 5/73:select * fron playbook_categories where id = 43783;select + Eron nlavhonk cateaones nhere oilavbook5d 5673select + Eron er Geld vallues nhene crn Beld 3d = 450242)SFIEM & EROM eo Eeld data €a• JOIN crn fields f ON fd.crn field id = f.1cIOTN sctustfae a nM Edl actáusty dd=aaoWHERE activityid = 79933459ANO& AAR ARAUSARA Ae the dAfdudty QUANESELECT * FROM activity messages:PAlRAtGhAs LANt AAlAuA WhAnA AnAIAAA EOGOIPllet GaAs Medee WhAnd WheedACAAedBATN CAndA 47071 94/01.select * fron activities where user_id = 7168 order by id desc Linit 10.select * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans where 1d = 1117select + fron activity searches nhere user 1a = 31854%select + fron activity search &iltens where activity seanch fal TN (RRRR). 8R0A2)# console fiaum045 A1 A41 У 66 4TO0У L7Thu 28 May 16:57:14ServiceTesteeendhles orcesirwichhlesorca Deleion t+0 .The Probiem: Between steos 2 and 4, the opportunity onetiy exists in the database with a valo o, Durina this•wcracevtysciwce. tuposreraroeoontschotolbsol proceain•And ainder lonaintecoras or simar methocs are cedThey may fetch this temporarily-restored opportunityInclude tin the Srecords array. nutt, nuit, Soocortuniity, muitt mulihuikil• Pass it to Activity::updateActivityCrmData(Srecords) (line 89 in CrmActivityService)nenAcolwviiuood @ncovlMircuaral arncewY.oho:a7le47Thohssooporunwhe90000runyidlessoooortnyesoSthis-sopportunityid = Sopportunity->1d; // X Sets FK to a row that's about to be deletcSthis->save(): /1 X Foreign key constraint violation!une rx rattemComosre wiuhi inoort Account 0 at line 1155 andbinoort Contactlo ar tne 100 which correctly handethis.tohsEariy check - returns BEFORE any side ettectawntulCcrhatalttchelatad.Sthis-shandleEntityDeletionByProviderId(Sthis-config-oaccounts(). ScrnData):.. rest of nethod only runs for non-deleted recordeool0oooruniMo and sinoorLesdlo Ars miccine thie Aetu AhansummaryYour DescriptionActual BehavioReturns deleted oblect's ID7 Returns nutt, BUT creates side effects (temporarity validinaccuratcRestore → Sync → DeleteECarenaexacoy what happenstX cocraink caus7 CorrectActivity cets ocoortunity ID that oets deletedMissing early IsDeletedAncortupportunity and roortt ead kok thidsol understand that we need to add it" HodhAdhotvWindereietikchires ios wankel hioht4 spad...
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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,"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}]...
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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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/Users/lukas/.screenpipe/data/data/2026-05-28/1779 /Users/lukas/.screenpipe/data/data/2026-05-28/1779976645227_m2.jpg...
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faVsco.js – Service.php
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[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.025930852,"top":0.019952115,"width":0.03856383,"height":0.025538707},"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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8043719072324535154
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-8628527368849355612
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typing_pause
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Project: faVsco.js, menu
rapstomViewCoocWindowFV f Project: faVsco.js, menu
rapstomViewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidetphp helpers.php=custom.loglaravel.logSetm onwatoes noeslweleelrecoeoehoe& console (PROD) XHloura BatchS zel mtwDeieieoo coutroton)JiminnyDebugCommand.phg(©) Client.phdconsolA ISTAGINGCHloura Event tranciiomIa MetadatalOpportunitySyncStrategyParnatonrrospecioedrensudleMi Redis• [5) ServiceTraitsclass servace excenos baseservace aolesencsa| 511270248 V3VZA VAO0prevare tunccion inporcupporcunzty sch vaca. ¿upporcunzcy1419143114321433> [ WebhookgBalcnsynceo.eclor.ohg© BatchSyncRedisService.ptc) esencohec) elosedDea stges [EMAIL] DecorateAcuviy.ohec)Field actinitions.onocFieldtvoeconverter.ohoHubspotelientinterface.photosoorlokenanderso Pawoadculder.choC Remoreetmor odan outResnonseNormalize.phoC Serce.narcsunchiedeon.oadcsuncrelateacwhaner@ WehhookSwncRatchProse>m intecrationAnolimllisteners> Im MetadatalIm Miaration› Pipedriveh Salastore.t Fieldsb OpportunityMatcher1457Oopokoniysynoswotcewarroseceseteroudtceeeentonoc) DecorateAcuivity.cho0DeleteObiectsTrait oho©) FieldDefinitions.cho© PavloadBuilder.ohc© Profile.ohec Quervstlder oho©QueryHandler.ohd146414651466146714691469Sthis->restoreAnyTrashedEntity(Sthis->config->opportunities, ScraData("Id'));// Do not allow locked DB tables & other errors// to interrupt the process of reverting the trashed opportunities/** Qvar Opportunity Sopportunitu */Soppontunity = Sthis->config-›opportunitieso)->updateOrCreate(f'cra.providerid' = ScraDatal'Id', Sdata):# impont external fields into crn_ field data if presentiScreFields = Sthis->get@pportunitySvncableFieldsO,sthis->inoortooportuntverptelclara scontatar ScrFtelds, Sopportunttyo>1o)lSthis->handi edbtecttel er on opportuntty Scrotara)if (Sopportunity->trashed0) ^return nut?Sannontuns tyosachecent Mraate.MatchAetSustfesToMer0onontunstweedieontch/Sonnontunstv-Soettdl)matian Cannontunstyeatoh misyeanton Cayeant..ooiCentau..cantnasycant.ooCaycant.ol*Sthis->logger-›error(' [Salesforce) inportOpportunity failure.'. ['crm_ provider_id' => ScrmData("Id'].'tean id' => Sthis->team->id'exception" => Sexception-›getMessage)D:Sthis->handleEntsitvDeletionBvProviderid(Sthis->config->opportunities((. Scrnbata):C) Querviterator cho© QueryResults.ohoC Sem ce.nad1472* Binhenitdod1473 6:1597publte funetzion svncContacts (Cacbon Ssince. 2Canbon Sto = null)e sinte...aiM TraitcÀ ONNN hAt nhnwtwttw/wiew.oureoneethnmautse.son=7е6НI MTT730E7ss— 734II IIAND A-created at DATE SURMOWOL TNTERVAI 3A DAYINCROuP RY u.sd urenaitl, aname, ,softohone nunberORDER RY sns count nESKselect * fron teans where id = 1COlOAt& GAAn AAld0CGIGOCONCAT(u.id, CASE WHEN u.id = t.ouner_id THEN " (ouner)' ELSE "* END) AS user_id,t.ounerid FROM social, accounts s.JOIN users u on v.id = sa.sociable.ioJOTN teans t 1.n<->1: on t.id = u.team_idTHERE u,tean Sid = 1117 and sauonowiden = "hubsoot*.SELECT * FROM activities WHERE uuid_to_bin('8024fffb-2df7-4017-91f4-d9f896050248') = uuid; # 79933459 YESSELEGT + FROM activities WHEDE uuid to bin(:[CREDIT_CARD]-9276-464da2A8185c') = uuid: # 80186192 MdSELECT * FROM crn_configurations WHERE id = 1053;MaEM FRiTeRnGWhEeE SOmWusers where id = 30249select + fron nlavbooks where id = 5/73:select * fron playbook_categories where id = 43783;select + Eron nlavhonk cateaones nhere oilavbook5d 5673select + Eron er Geld vallues nhene crn Beld 3d = 450242)SFIEM & EROM eo Eeld data €a• JOIN crn fields f ON fd.crn field id = f.1cIOTN sctustfae a nM Edl actáusty dd=aaoWHERE activityid = 79933459ANO& AAR ARAUSARA Ae the dAfdudty QUANESELECT * FROM activity messages:PAlRAtGhAs LANt AAlAuA WhAnA AnAIAAA EOGOIPllet GaAs Medee WhAnd WheedACAAedBATN CAndA 47071 94/01.select * fron activities where user_id = 7168 order by id desc Linit 10.select * fron accounts where tean_id = 1 and name = 'Colunns"select * fron users where name Like "XSubrax*: = 31654, 1117select * fron teans where 1d = 1117select + fron activity searches nhere user 1a = 31854%select + fron activity search &iltens where activity seanch fal TN (RRRR). 8R0A2)# console fiaum045 A1 A41 У 66 4TO0У L7Thu 28 May 16:57:26ServiceTesteeendhles orcesirwichhlesorca Deleion t+0.The Probiem: Between steos 2 and 4, the opportunity onetiy exists in the database with a valo o, Durina this•wcracevtysciwce. tuposreraroeoontschotolbsol proceain•And ainder lonaintecoras or simar methocs are cedThey may fetch this temporarily-restored opportunityInclude tin the Srecords array. nutt, nuit, Soocortuniity, muitt mulihuikil• Pass it to Activity::updateActivityCrmData(Srecords) (line 89 in CrmActivityService)nenAcolwviiuood @ncovlMircuaral arncewY.oho:a7le47Thohssooporunwhe90000runyidlessoooortnyesoSthis-sopportunityid = Sopportunity->1d; // X Sets FK to a row that's about to be deletcSthis->save(): /1 X Foreign key constraint violation!une rx rattemComosre wiuhi inoort Account 0 at line 1155 andbinoort Contactlo ar tne 100 which correctly handethis.tohsEariy check - returns BEFORE any side ettectawntulCcrhatalttchelatad.Sthis-shandleEntityDeletionByProviderId(Sthis-config-oaccounts(). ScrnData):.. rest of nethod only runs for non-deleted recordoool0oooruniMo and sinoorLesdlo Ars miccine thie Aetu AhansummaryYour DescriptionActual BehavioReturns deleted oblect's ID7 Returns nutt, BUT creates side effects (temporarity validinaccuratcRestore → Sync → DeleteECarenaexacoy what happenstX cocraink caus7 CorrectActivity cets ocoortunity ID that oets deletedMissing early IsDeletedinportupportunity and yrao rttaad bok thidso l understand that we need to add it carly check to coportunity)" HodhAdhotvWindereietikchires ios wankel hioht4 spad...
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