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iTerm2Shell Edit ViewSessionScripts|ProfilesWindowHelp‹ $0 hil100% C8APP (-zsh)DOCKERDEV (docker)882JY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPAPP (-zsh)-zshJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY]@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20725-handle-HS-search-rate-limitSwitched to a new branch 'JY-20725-handle-HS-search-rate-limit'Lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-limit) $ I• 84screenpipe*•$5-zshFri 8 May 16:28:24T₴1|₴6APP...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
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PhostormVIewNavigatecodeFV faVsco.js°9 JY-20725-ha PhostormVIewNavigatecodeFV faVsco.js°9 JY-20725-handle-HS-search-rate-limitProledeyJiminnyDebugcommand.ong(C) RemoteCrmObiectM:ResponseNormalize./T DeleteCrmEntity lraicongo kematcnactiviyoncrmobjectbetach.org© CheckAndRetryRemoteMatch.phpservice.onp© syncrielaAction.ong© SyncRelatedActivitylC) ProviderkateLimiter.phpHubspotPaqinationservice.onoc wednooksynebatcnhv D IntegrationAppclass Service extends Baseservice 1mplementsA7 A48 X1 X33 21 A V 11>D Accessors> C ApicontiaDDTO>D Filters1 usageprivate function buildMetadataForSummaryUpdate(Activity Sactivity, string $summary): a1989 гpublic function fetchAndAssociateRelatedActivity(Activity $activity): ?Activityt...›1994 G1public function fetchRelatedActivity(Activity Sactivity): array{...}• ProsoectSearchStrat 4770M Service Traits© DataClient.php© DecorateActivitv.ohnpublic function getDealsInBulk(array $dealIds): array© LocalSearch.phpelocalSearchinterfaceSpayload = $this->payloadBuilder->getDealsInBulkPayload($dealIds):© RemoteSearch.php© Service.phpv D Listeners© ConvertLeadActivitie 2006© PurgeLookupCache.r 200%> D Metadata> D MigrationD Pipedrivereturn Sthis->client->qetPaqinatedData(Spayload, type: 'deals'):* Extract deal IUs from Hubspot search response.* oparam arrou shubspotresponse Ine row hubsoor search Ar response: Onaram bool SincludeArchived Whether to include archived deals (default: false).Local ChangesConsole,TJ 0 + → Side-by-side viewer •Do not ianoreHighlight words x 13 ?› Almost ready one call to be tested 8 files, Today 14:54v hubspot rate limit temp checkout 17 files, Today 11:48-. Client.php app/Services/Crm/Hubspot.ConferenceCrmMatcherJob.php app/Jobs/Activity-HandleHubspotRateLimit.php app/Jobs/MiddlewareHubspotClientinterface.php app/Services/Crm/HubspotHubspotPaginationService.php app/Services/Crm/Hubspot/PaginationE HydrateCrmDataByExternalCallidJob.php app/Jobs/Activity/Import# ImportBatchJobTrait.php app/Jobs/Crm/HubspotGl JiminnyDebugCommand.php app/Console/Commandsloadina.nho confidMatchActivityCrmData.php app/Jobs/CrmMatchCrmData.oho avo.Jobs/Activitv/imoori# OpportunitySyncTrait.php app/Services/Crm/Hubspot/ServiceTraits-PlavbackService.oho aoo/ServicesRateLimitException.php app/Exceptions# Service nhn ann/Services/crm/ubsnotSyncHubspotObjects.php app/Jobs/[EMAIL] ann/.lohs/Crmlm base version aoo/servuse HubSpot\Client\ Crm\Pipelines Model\PipelineStage:use HubSpot\Client\Crm \Properties Model\Property:use HubSpot \Discovery Discovery;use Jiminny Excentions Crmexcention:_lise liminnvl Eycentione|SocialAccount TokenToval idEycention:- use Jiminny liohs Crm. Notedhiect:_use Jiminny Models\Crm \Field;use Jiminnv Services Crm RaseClient.\Jiminny|Services\public function __construct(SocialAccountService $socialAccountService,HubspotPaginationService $paginationService,HubspotTokenManager $tokenManagercaved soarch delete 1 file 27 04 26 14-58parent:: construct($socialAccountService):Sthis->paginationService = SpaginationService:Sthis->tokenManager = $tokenManager:> expiration message 6 files, 27.04.26, 9:23od 122 minutes ado= custom.log X= laravel.logA SF [jiminny@localhost]4 HS_local [jiminny@localhost]# console [PKobJA console leu)A console [STAGING]accept-encoding"],M X19 A V"access-control-allow-credentials":["false"]."server-timing": ["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",cfr;desc=|"9f80deb8e7c6dc3a-IAD\""]"x-content-type-options":("nosniff"]."x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"set-LookLe":_ct._om=s1urcaugxvrzksopacronzvyknzinubzovniabelcmoy-1//81050/0-[IP_ADDRESS]-r1.299cUkxIgeszro2gDBTWM00.Ut207-May-26 14:51:15 GMT: domain=.hubapi.com; Http0nly: Secure: SameSite=None"],"керогс-10":"1"endpornts"."Lnlmuos:valVa.nelcloudrLare. com neDontVvLrSENYALSy PorYmSyOSUnXYE-4SCKYKORSDSWHSMO-04 20Y0X 46743 XVDHMSK"max age":604800-"],"success_fraction\":0.01,"max ade":604800-""Serven":"cloudflare"?,"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab","tnace id"."c7ab8365-903f-46d4-9403-0e5b551e3545"}©47100% 12Fri 8 May 16:28:02AskJiminnyReportActivityServiceTest vCascadeHubspot Rate LimitingHubSpot Rate Limit ReInvestigating Rate LinHubspot erm call Re+0 ..ents . updatel,updateField() (line ~1418-1437)BURSTgetinstancet)->deals/contacts/companzes/engagements.getbyla)getCrm0bjectById() (line ~1479-1488)BURSTgetinstancel)→>deals()→updatel)updateOpportunityStage() (line ~1511)BURSTgetInstance()->getClient()->request('POST', /calls/search)getCalls() (line ~1577)SEARCHgetInstance()->getClient()->request('POST', /calls/search)searchCallsByPeriod() (line~1603)SEARCHgetInstance()->getClient()->request('GET', /calls/{id})getCall() (line ~1671)BURSTgetNewInstanced=scrmossobiects-batchAniO=undate("calls')bulkAddPlaybackURLToDescriptionRequest() (lineBURST~1711)getInstance()->getClient()->request('POST', /calls/search)searchCal1BvRecordinaURLToken() (line ~1752)SEARCHsaveTranscriptionSummaryAsNote() (line ~1896)BURSTattachSummaryToActivity (line ~1938BURSTaryUpdate® (line ~1960BURSTgetPaginatedData(Spayload, "deals')SEARCHServicelralts/Writecrmiralt.ondMethod contextgetClient->getEngagementDataattachSummaryToActivity line ~120BURSTupsertActivity line ~172BURSTupdateActiv1tyassoc1ations line~29bBURS1Ask anytning (dtL)+ ‹› CodeS Adaptive14 differences Shelved versionuse HubSpot\(lient\ Crm\Pipelines Model\PipelineStage:use HubSpot \Client \Crm \Properties Model\Property:use HubSpot Discovery Discovery:use Jiminny Excentions Crmexcention:use Jiminny Exceptions \RateLimitExceptionuse Jiminny Excentions SociallAccountTokeninval.idsxcentionguse Jiminny|Jobs\Crm\Note0bject;use Jiminnv Models Crm Field.use Jiminny\Services\Crm \BaseClient;480public function __construct(SocialAccountService $socialAccountService,HubenotPaainationSonvico CnaainationSonvicolHubenotTokenManadon CtokenManadonparent:: construct($socialAccountService):Sthic-SnaginationSenvice = SpaginationService:Sthis->tokenManager = $tokenManager:WN Windsurf Toams 2002-20 UTF.8io 4 spaces...
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
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faVsco.js – Service.php
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PhostormVIewINavigareCodeLaravelKeractorJOOIS100% PhostormVIewINavigareCodeLaravelKeractorJOOIS100% 12Fri 8 May 16:27:57FV faVsco.js?9 JY-20725-handle-HS-search-rate-limitAskJiminnyReportActivityServiceTest vProledeyC)Teamownerservice.onp(c) Teamservice.onp(C) TranscodeParameterResol© UserService.php© Uuid.php>@ Traits>D UseCases>@ User>O Utils> C Validation>0Ophp [EMAIL]@ Jiminnv.php© Plan.phpC) Serializer.oho© TeamScimDetails.php• bootstrao• M build>@ configM contribM databasedocstront-endU lang• node_modules library rootphpstanJiminnyDebugcommano.org= custom.log X=laravel.logA SF [jiminny@localhost]4 HS_local [jiminny@localhost]# console [PKoDJA console leu)T. DeleteCrmEntityIrait.pngo kematcnactiviyoncrmobjectbetach.org© CheckAndRetryRemoteMatch.phpA console [STAGING]© MatchActivityCrmData.php© PaginationState.phg© HubspotPaginationService.phgclass Service extends Baseservice 1mplementsA7 A48 X1 X33 21 A V 11 usageaccept-encoding"],M X19 A V"access-control-allow-credentials":["false"]."server-timing": ["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",cfr;desc=|"9f80deb8e7c6dc3a-IAD\""]"x-content-type-options":("nosniff"]."x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],private function buildMetadataForSummaryUpdate(Activity Sactivity, string $summary): a"set-LookLe":_ct._om=s1urcaugxvrzksopacronzvyknzinubzovniabelcmoy-1//81050/0-[IP_ADDRESS]-r1.299cUkxIgeszro2gDBTWM00.Ut207-May-26 14:51:15 GMT: domain=.hubapi.com; Http0nly: Secure: SameSite=None"],1989 гpublic function fetchAndAssociateRelatedActivity(Activity $activity): ?Activityt...›"керогс-10":"1"endpornts"."CascadeHubspot Rate LimitingHubSpot Rate Limit ReInvestigating Rate LinHubspot erm call Re+0 ..ents . updatel,getinstancet)->deals/contacts/companzes/engagements.getbyla)getinstancel)→>deals()→updatel)getInstance()->getClient()->request('POST', /calls/search)getInstance()->getClient()->request('POST', /calls/search)getInstance()->getClient()->request('GET', /calls/{id})getNewInstanced=scrmossobiects-batchAniO=undate("calls')updateField() (line ~1418-1437)getCrm0bjectById() (line ~1479-1488)updateOpportunityStage() (line ~1511)getCalls() (line ~1577)searchCallsByPeriod() (line~1603)getCall() (line ~1671)bulkAddPlaybackURLToDescriptionRequest() (line~1711)BURSTBURSTBURSTSEARCHSEARCHBURSTBURSTgetInstance()->getClient()->request('POST', /calls/search)searchCal1BvRecordingURLToken() (line ~1752)SEARCHLnlmuos:valVa.nelcloudrLare. com neDontVvLrSENYALSy PorYmSyOSUnXYE-4SCKYKORSDSWHSMO-04 20Y0X 46743 XVDHMSK1994 G119981999public function fetchRelatedActivity(Activity Sactivity): array{...}"max age":604800-"],saveTranscriptionSummaryAsNote() (line ~1896)attachSummaryToActivity (line ~1938aryUpdate® (line ~1960)public function getDealsInBulk(array $dealIds): arrayBURSTBURSTBURSTSEARCHSpayload = $this->payloadBuilder->getDealsInBulkPayload($dealIds):return 9thas->cLzent-7getPaginatedbata(Spayload, type: "deals');"success_fraction\":0.01,"report_to\":\"cf-nel\","max ade":604800-""Serven":"cloudflare"?,"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab","tnace id"."c7ab8365-903f-46d4-9403-0e5b551e3545"}getPaginatedData(Spayload, "deals')Servicelralts/Writecrmira1t.onpgetClient->getEngagementData2003* Extract deal IUs from Hubspot search response.* oparam arrou shubspotresponse Ine row hubsoor search Ar response: Onaram bool SincludeArchived Whether to include archived deals (default: false).IHIW "S!getclient->addassoc1at1onsMethod contextattachSummaryToActivity line ~120upsertActivity line ~172updateActiv1tyassoc1ations line~29bBURSTBURSTBURS1Ask anytning (dtL)+ ‹› CodeS AdaptiveLocal ChangesConsole,0 + → E Side-by-side viewer •Do not ianoreHighlight words x 13 ?mbase version aoo/services/crm/rubsoot/client.onf14 differences› Almost ready one call to be tested 8 files, Today 14:54v hubspot rate limit temp checkout 17 files, Today 11:48-. Client.php app/Services/Crm/Hubspot.ConferenceCrmMatcherJob.php app/Jobs/Activity-HandleHubspotRateLimit.php app/Jobs/MiddlewareHubspotClientinterface.php app/Services/Crm/HubspotHubspotPaginationService.php app/Services/Crm/Hubspot/PaginationE HydrateCrmDataByExternalCallidJob.php app/Jobs/Activity/Import# ImportBatchJobTrait.php app/Jobs/Crm/HubspotGl JiminnyDebugCommand.php app/Console/Commandsloadina.nho confidMatchActivityCrmData.php app/Jobs/CrmMatchCrmData.oho avo.Jobs/Activitv/imoortl# OpportunitySyncTrait.php app/Services/Crm/Hubspot/ServiceTraits-PlavbackService.oho aoo/ServicesRateLimitException.php app/Exceptions# Service nhn ann/Services/crm/HubsnotSyncHubspotObjects.php app/Jobs/[EMAIL]/.lohs/Crmcaved soarch delete 1 file 27 04. 26 14-58> expiration message 6 files, 27.04.26, 9:23 Shelved versionuse HubSpot\Client\ Crm\Pipelines Model\PipelineStage:use HubSpot\Client\Crm \Properties Model\Property:use HubSpot \Discovery Discovery;use Jiminny Excentions Crmexcention:=use Jimánny\Exceptions|SocialAccountTokenInvalidException;- use Jiminny Jlons erm. Notedhiect:_use Jiminny Models\Crm \Field;use Jiminnv Services Crm RaseClient.use HubSpot\(lient\ Crm\Pipelines Model\PipelineStage:use HubSpot \Client \Crm \Properties Model\Property:use HubSpot Discovery Discovery:use Jiminny Excentions Crmexcention:use Jiminny Exceptions \RateLimitExceptionuse Jiminny Excentions SociallAccountTokeninval.idsxcentionguse Jiminny|Jobs\Crm\Note0bject;use Jiminnv Models Crm Field.use Jiminny\Services\Crm \BaseClient;public function __construct(SocialAccountService $socialAccountService,HubspotPaginationService $paginationService,HubenotTokonManadon CtolenManadon647480public function __construct(SocialAccountService $socialAccountService,HubspotPaginationService SpaginationServiceHubenotTokenManadon CtokenManadonparent:: construct($socialAccountService):Sthis->paginationService = SpaginationService:Sthis->tokenManager = $tokenManager:parent:: construct($socialAccountService):Sthic-SnaginationSenvice = SpaginationService:Sthis->tokenManager = $tokenManager:Datch succoccfullv annlied (22 minutes adolW Windsurf Toams 1000-5 /208 charc 5line hroake) UTF.8Iio 4 spaces...
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faVsco.js – Service.php
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iTerm2Shell Edit ViewSessionScripts|ProfilesWind iTerm2Shell Edit ViewSessionScripts|ProfilesWindowHelp‹ $0 hil100% <478APP (-zsh)DOCKER₴1DEV (docker)882JY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPAPP (-zsh)-zshJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY]@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20725-handle-HS-search-rate-limitSwitched to a new branch 'JY-20725-handle-HS-search-rate-limit'Lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-limit) $ I• 84screenpipe*•$5-zshFri 8 May 16:27:57T₴1|₴6APP...
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faVsco.js – Service.php
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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Vasil Vasilev
Apr 28th at 4:51:31 PM
4:51 PM
a, ти искаш в amazon да добавим ключ за достъп до QAi ?
Apr 28th at 4:51:38 PM
4:51
Вес се грижи за тея неща
Apr 28th at 4:52:06 PM
4:52
дори не съм сигурен дали тоя ключ не трябва да бъде в CircleCI при билда на имиджа
Apr 28th at 4:52:10 PM
4:52
т.е.
Apr 28th at 4:52:12 PM
4:52
пак не знам
Lukas Kovalik
Apr 28th at 4:53:41 PM
4:53 PM
ок, ще питам Вес, мерси
Vasil Vasilev
Apr 28th at 5:00:16 PM
5:00 PM
моля
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Vasil Vasilev
Today at 2:52:43 PM
2:52 PM
Лукаш, привет
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Today at 2:52:48 PM
2:52
хвърли моля те едно око тука
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Today at 2:52:49 PM
2:52
https://github.com/jiminny/app/pull/12059
https://github.com/jiminny/app/pull/12059
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Today at 2:53:03 PM
2:53
опитвам се да оптимизирам процеса по индексиране на активитита за ЕС
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Today at 2:54:16 PM
2:54
идеята е да намаля паметта която се ползва за да се генерира един бач от 100 активитита
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iTerm2Shell Edit ViewSessionScripts|ProfilesWindowHelp‹ >0 lobl100% C8APP (-zsh)DOCKERDEV (docker)882JY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPAPP (-zsh)-zshJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY]@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20725-handle-HS-search-rate-limitSwitched to a new branch 'JY-20725-handle-HS-search-rate-limit'Lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-limit) $ I• 84screenpipe*•$5-zshFri 8 May 16:27:39T₴1|₴6APP...
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Vasil Vasilev
Nikolay Ivanov
Galya Dimitrova
Aneliya Angelova
,
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,
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Jump to date
Vasil Vasilev
Apr 28th at 4:51:31 PM
4:51 PM
a, ти искаш в amazon да добавим ключ за достъп до QAi ?
Apr 28th at 4:51:38 PM
4:51
Вес се грижи за тея неща
Apr 28th at 4:52:06 PM
4:52
дори не съм сигурен дали тоя ключ не трябва да бъде в CircleCI при билда на имиджа
Apr 28th at 4:52:10 PM
4:52
т.е.
Apr 28th at 4:52:12 PM
4:52
пак не знам
Lukas Kovalik
Apr 28th at 4:53:41 PM
4:53 PM
ок, ще питам Вес, мерси
Vasil Vasilev
Apr 28th at 5:00:16 PM
5:00 PM
моля
Jump to date
Vasil Vasilev
Today at 2:52:43 PM
2:52 PM
Лукаш, привет
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Today at 2:52:48 PM
2:52
хвърли моля те едно око тука
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Today at 2:52:49 PM
2:52
https://github.com/jiminny/app/pull/12059
https://github.com/jiminny/app/pull/12059
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Today at 2:53:03 PM
2:53
опитвам се да оптимизирам процеса по индексиране на активитита за ЕС
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Today at 2:54:16 PM
2:54
идеята е да намаля паметта която се ползва за да се генерира един бач от 100 активитита
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Today at 2:54:35 PM
2:54
и после да увелича размера на бачовете, за да имаме по малко blocking операции в ЕС, като реиндексира
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Lukas Kovalik
Today at 4:12:58 PM
4:12 PM
здрасти, изглежда ок, но когато го минах и през gemini ми даде един warning.
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Today at 4:13:17 PM
4:13
Switch
cursor()
to
lazyById(250)
. It preserves the single-loop, generator-style code in the new version while restoring proper batched eager loading (avoiding N+1 on
getIndexableAttributes()
) and releasing the DB connection between chunks (avoiding long-held PDO connections during ES/Sentry calls).
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Channel
LateMoreSlackVIewMistonWindowhelp@ Describe what you are looking forJiminny ...o Vasil Vasilev# curiosity_labMessagesAdd canvaUr FilesMore# engineering# general#jiminny-bgVasil Vasilev 2:52 PMЛvкаш пливет# platform-tickets•хвооли моля те едно око тука# product launcheshttns:/oithub.com/iminnv/a0o/oul//12059# randomопитвам се да оптимизирам процеса поi releasedинд# sofia-office2:54 илеята е ла намаля паметта която се# supportползва за ла се генериоа елин оач от 100# thank-yousактивитита# the people of iimi..и после ла увелича размера на бачовете.за ла имаме по малко blocking операцииA Direct messagesв -с, като пеинлексиоа Vasil VasilevLukas Kovalik 4:12 PMA Nikolay Ivanovзлрасти, изглежла ок. но когато го минах.Galya Dimitrovaи поез детіnі ми лале елин warning3 Aneliva Angelova. ..Switch cursor@ to lazvBvld(250). It* Stoyan Tanev -preserves the single-loon, generator-stvle& Stefka Stovanovacode in the new version while restoringprover batched eager loading avolding N+1Ves/e Aneliva AngelovaL James Grahamon getindexableAttributes)andreleasing the Db connechon betweenchunks (avoiding long-held PDOconnechons during -/ Sentrv calls.Lukas Kovalik y...::: AppsToastMessage Vasil Vasilev Be back soon. Late…+ Aal$i Jira Cloud© JiminnyDebugCommand.phpjectbetach.ong© CheckAndRetryRemoteMatch.php© RateLimitException.phpC) ProviderkateLimiter.phpA7 A48 X1 X33 21 A V 1array sscopes: arrav(Sname. Soffset. Scount): arravfco tino concacus based on adolcional tielas.'contacts'] as $objectType) {:://api.hubapi.com/crm/v3/objects/' . SobjectType .=22•generateNameSearchPayload($name, $offset, $count); 2e === 'compannes" ?'account" : "contact':ite solient spetnatane 0 s0ote11entO s ranuer =2Spavload.ed List.ponse['results'] as $object) {hs = Sobiecti'nromerties'1:= $this->buildContactName($properties):1II 11 1IISide-bv-side viewerDo not ianore yHighlight words x 15 B ?sion app/SenSoot Cuient Crm Pinelines Model PinelineStage:Spot \Client\Crm Properties Model\Property:Soot Discovery Discovery:inny Exceotions Crmexcention:-use Jiminny Excentions SociallAccountTokennval.idExcention=HubspotPaqinationService.phpEl HydrateCrmDataByExternalCallidJob.php app/Jobs/Activity/Import# ImportBatchJobTrait.php app/Jobs/Crm/HubspotGl JiminnyDebugCommand.php app/Console/Commandsloadina.nho confidMatchActivityCrmData.php app/Jobs/CrmMatchCrmData.oho avo.Jobs/Activitv/imoortl# OpportunitySyncTrait.php app/Services/Crm/Hubspot/ServiceTraits-PlavbackService.oho aoo/ServicesRateLimitException.php app/Exceptions# Service nhn ann/Services/crm/HubsnotSyncHubspotObjects.php app/Jobs/[EMAIL] ann/.lohs/Crml— use Jiminny Jobs \Crm \NoteObject;_use Jiminny Models\Crm \Field;use liminnv Services Crm RaseClient.WJiminny|Services\Crm\Hubspot > Client ww=public function __construct(SocialAccountService $socialAccountService,HubspotPaginationService $paginationService,HubspotTokenManager $tokenManagercaved soarch delete 1 file 27 04 26 14-58parent:: construct($socialAccountService):Sthis->paginationService = SpaginationService:Sthis->tokenManager = $tokenManager:> expiration message 6 files, 27.04.26, 9:23= custom.log x= laravel.logA SF [jiminny@localhost]4 HS_local [jiminny@localhost]# console [PKoDJA console leu)A console [STAGING]Hubspot Rate LimitingHubSpot Rate Limit Reaccept-encoding"],M X19 A V"access-control-allow-credentials":["false"]."server-timing": ["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",cfr;desc=|"9f80deb8e7c6dc3a-IAD\""]"x-content-type-options":["nosniff"],"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"set-LookLe":_ct._om=s1urcaugxvrzksopacronzvyknzinubzovniabelcmoy-1//81050/0-[IP_ADDRESS]-r1.299cUkxIgeszro2gDBTWM00.Ut207-May-26 14:51:15 GMT: domain=.hubapi.com;Http0nly: Secure: SameSite=None"],de leteEngagement()"керогс-10":"1"endpornts"."Lnlmuos:valVa.nelcloudrLare. com neDontVvLrSENYALSy PorYmSyOSUnXYE-4SCKYKORSDSWHSMO-04 20Y0X 46743 XVDHMSK"max age":604800-"],"success_fraction\":0.01,"max ade":604800-""Serven":"cloudflare"?,"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab","tnace id"."c7ab8365-903f-46d4-9403-0e5b551e3545"}100% 2Fri 8 May 16:27:38Investigating Rate LinNew CascadeHubspot erm call ReDELETE /engagements/id> (v1 SDK)post /crm/v3/objects/meetingsPATCH /crm/v3/obiects/meetinas/sid,GET /crm/v3/obiects/meeting/sidcrm/ownerso->getalloGET /crm/v3/ownersGET /crm/properties/coreAp10=>qetByNameOGET /engagements/call-dispositions (v1)GET /crm/pipelines/pipelinesAp1)->getallOGcl /crm/v3/p1pelines/dealsGtl/crm/v3/propertzes/meeting/nsmeeting_outcomeGET /crm/v3/properties/call/hs activity typePOST /crm/v4/associations/{type}/batch/createPOST /crm/v4/associations/{type}/batch/archive+0 ..BURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTPLlDSTRUPSTRUPSTCalll SitesService.ohoAsk anything (&AL)+ ‹› CodeS Adaptive14 differences647 Shelved versionuse HubSpot\(lient\ Crm\Pipelines Model\PipelineStage:use HubSpot \Client \Crm \Properties Model\Property:use HubSpot Discovery Discovery:use Jiminny Excentions Crmexcention:use Jiminny Exceptions \RateLimitExceptionuse Jiminny Excentions SociallAccountTokeninval.idsxcentionguse Jiminny|Jobs\Crm\Note0bject;use Jiminnv Models Crm Field.use Jiminny\Services\Crm \BaseClient;480public function __construct(SocialAccountService $socialAccountService,HubspotPaginationService SpaginationServiceHubenotTokenManadon CtokenManadonparent:: construct($socialAccountService):Sthic-SnaginationSenvice = SpaginationService:Sthis->tokenManager = $tokenManager:fo 4 spaces...
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Vasil Vasilev
Apr 28th at 4:51:31 PM
4:51 PM
a, ти искаш в amazon да добавим ключ за достъп до QAi ?
Apr 28th at 4:51:38 PM
4:51
Вес се грижи за тея неща
Apr 28th at 4:52:06 PM
4:52
дори не съм сигурен дали тоя ключ не трябва да бъде в CircleCI при билда на имиджа
Apr 28th at 4:52:10 PM
4:52
т.е.
Apr 28th at 4:52:12 PM
4:52
пак не знам
Lukas Kovalik
Apr 28th at 4:53:41 PM
4:53 PM
ок, ще питам Вес, мерси
Vasil Vasilev
Apr 28th at 5:00:16 PM
5:00 PM
моля
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Vasil Vasilev
Today at 2:52:43 PM
2:52 PM
Лукаш, привет
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Today at 2:52:48 PM
2:52
хвърли моля те едно око тука
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Today at 2:52:49 PM
2:52
https://github.com/jiminny/app/pull/12059
https://github.com/jiminny/app/pull/12059
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Today at 2:53:03 PM
2:53
опитвам се да оптимизирам процеса по индексиране на активитита за ЕС
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Today at 2:54:16 PM
2:54
идеята е да намаля паметта която се ползва за да се генерира един бач от 100 активитита
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Today at 2:54:35 PM
2:54
и после да увелича размера на бачовете, за да имаме по малко blocking операции в ЕС, като реиндексира
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Lukas Kovalik
Today at 4:12:58 PM
4:12 PM
здрасти, изглежда ок, но когато го минах и през gemini ми даде един warning.
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Today at 4:13:17 PM
4:13
Switch
cursor()
to
lazyById(250)
. It preserves the single-loop, generator-style code in the new version while restoring proper batched eager loading (avoiding N+1 on
getIndexableAttributes()
) and releasing the DB connection between chunks (avoiding long-held PDO connections during ES/Sentry calls).
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Channel
iTerm2Shell Edit ViewSessionScripts|ProfilesWindowHelp‹ >0 lobl100% C8APP (-zsh)DOCKER₴1DEV (docker)882JY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPAPP (-zsh)-zshJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY]@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20725-handle-HS-search-rate-limitSwitched to a new branch 'JY-20725-handle-HS-search-rate-limit'Lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-limit) $ I• 84screenpipe*•$5-zshFri 8 May 16:27:07T₴1|₴6APP...
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Vasil Vasilev
Nikolay Ivanov
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Aneliya Angelova
,
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Stefka Stoyanova
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Vasil Vasilev
Apr 28th at 4:51:31 PM
4:51 PM
a, ти искаш в amazon да добавим ключ за достъп до QAi ?
Apr 28th at 4:51:38 PM
4:51
Вес се грижи за тея неща
Apr 28th at 4:52:06 PM
4:52
дори не съм сигурен дали тоя ключ не трябва да бъде в CircleCI при билда на имиджа
Apr 28th at 4:52:10 PM
4:52
т.е.
Apr 28th at 4:52:12 PM
4:52
пак не знам
Lukas Kovalik
Apr 28th at 4:53:41 PM
4:53 PM
ок, ще питам Вес, мерси
Vasil Vasilev
Apr 28th at 5:00:16 PM
5:00 PM
моля
Jump to date
Vasil Vasilev
Today at 2:52:43 PM
2:52 PM
Лукаш, привет
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Today at 2:52:48 PM
2:52
хвърли моля те едно око тука
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Today at 2:52:49 PM
2:52
https://github.com/jiminny/app/pull/12059
https://github.com/jiminny/app/pull/12059
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Today at 2:53:03 PM
2:53
опитвам се да оптимизирам процеса по индексиране на активитита за ЕС
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Today at 2:54:16 PM
2:54
идеята е да намаля паметта която се ползва за да се генерира един бач от 100 активитита
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LateMoreSlackVIewMistonWindowhelp@ Describe what you are looking forJiminny ...o Vasil Vasilev# curiosity_labMessagesAdd canvaUr FilesMore# engineering# general#jiminny-bgVasil Vasilev 2:52 PMЛvкаш пливет# platform-tickets•хвооли моля те едно око тука# product launcheshttns:/oithub.com/iminnv/a0o/oul//12059# randomопитвам се да оптимизирам процеса поi releasedинд# sofia-office2:54 илеята е ла намаля паметта която се# supportползва за ла се генериоа елин оач от 100# thank-yousактивитита# the people of iimi..и после ла увелича размера на бачовете.за ла имаме по малко blocking операцииA Direct messagesв -с, като пеинлексиоа Vasil VasilevLukas Kovalik 4:12 PMA Nikolay Ivanovзлрасти, изглежла ок. но когато го минах.Galya Dimitrovaи поез детіnі ми лале елин warning3 Aneliva Angelova. ..Switch cursor@ to lazvBvld(250). It* Stoyan Tanev -preserves the single-loon, generator-stvle& Stefka Stovanovacode in the new version while restoringprover batched eager loading avolding N+1Ves/e Aneliva AngelovaL James Grahamon getindexableAttributes)andreleasing the Db connechon betweenchunks (avoiding long-held PDOconnechons during -/ Sentrv calls.Lukas Kovalik y...::: AppsToastMessage Vasil Vasilev Be back soon. Late….+ Aal$i Jira Cloud© JiminnyDebugCommand.phpjectbetach.ong© CheckAndRetryRemoteMatch.php© RateLimitException.phpC) ProviderkateLimiter.phpA7 A48 X1 X33 21 A V 1array sscopes: arrav(Sname. Soffset. Scount): arravfco tino concacus based on adolcional tielas.'contacts'] as $objectType) {:://api.hubapi.com/crm/v3/objects/' . SobjectType .=22•generateNameSearchPayload($name, $offset, $count); 2e === 'compannes" ?'account" : "contact':ite solient spetnatane 0 s0ote11entO s ranuer =2Spavload.ed List.ponse['results'] as $object) {hs = Sobiecti'nromerties'1:= $this->buildContactName($properties):1II 11 1IISide-bv-side viewerDo not ianore yHighlight words x 15 B ?sion app/SenSoot Cuient Crm Pinelines Model PinelineStage:Spot \Client\Crm Properties Model\Property:Soot Discovery Discovery:inny Exceotions Crmexcention:-use Jiminny Excentions SociallAccountTokennval.idExcention=HubspotPaqinationService.phpEl HydrateCrmDataByExternalCallidJob.php app/Jobs/Activity/Import# ImportBatchJobTrait.php app/Jobs/Crm/HubspotGl JiminnyDebugCommand.php app/Console/Commandsloadina.nho confidMatchActivityCrmData.php app/Jobs/CrmMatchCrmData.oho avo.Jobs/Activitv/imoortl# OpportunitySyncTrait.php app/Services/Crm/Hubspot/ServiceTraits-PlavbackService.oho aoo/ServicesRateLimitException.php app/Exceptions# Service nhn ann/Services/crm/HubsnotSyncHubspotObjects.php app/Jobs/[EMAIL] ann/.lohs/Crml— use Jiminny Jobs \Crm \NoteObject;_use Jiminny Models\Crm \Field;use liminnv Services Crm RaseClient.WJiminny|Services\Crm\Hubspot > Client ww=public function __construct(SocialAccountService $socialAccountService,HubspotPaginationService $paginationService,HubspotTokenManager $tokenManagercaved soarch delete 1 file 27 04 26 14-58parent:: construct($socialAccountService):Sthis->paginationService = SpaginationService:Sthis->tokenManager = $tokenManager:> expiration message 6 files, 27.04.26, 9:23= custom.log x= laravel.logA SF [jiminny@localhost]4 HS_local [jiminny@localhost]# console [PKoDJA console leu)A console [STAGING]Hubspot Rate LimitingHubSpot Rate Limit Reaccept-encoding"],M X19 A V"access-control-allow-credentials":["false"]."server-timing": ["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",cfr;desc=|"9f80deb8e7c6dc3a-IAD\""]"x-content-type-options":["nosniff"],"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"set-LookLe":_ct._om=s1urcaugxvrzksopacronzvyknzinubzovniabelcmoy-1//81050/0-[IP_ADDRESS]-r1.299cUkxIgeszro2gDBTWM00.Ut207-May-26 14:51:15 GMT: domain=.hubapi.com;Http0nly: Secure: SameSite=None"],de leteEngagement()"керогс-10":"1"endpornts"."Lnlmuos:valVa.nelcloudrLare. com neDontVvLrSENYALSy PorYmSyOSUnXYE-4SCKYKORSDSWHSMO-04 20Y0X 46743 XVDHMSK"max age":604800-"],"success_fraction\":0.01,"max ade":604800-""Serven":"cloudflare"?,"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab","tnace id"."c7ab8365-903f-46d4-9403-0e5b551e3545"}100% 2Fri 8 May 16:27:06Investigating Rate LinNew CascadeHubspot erm call ReDELETE /engagements/id> (v1 SDK)post /crm/v3/objects/meetingsPATCH /crm/v3/obiects/meetinas/sid,GET /crm/v3/obiects/meeting/sidcrm/ownerso->getalloGET /crm/v3/ownersGET /crm/properties/coreAp10=>qetByNameOGET /engagements/call-dispositions (v1)GET /crm/pipelines/pipelinesAp1)->getallOGcl /crm/v3/p1pelines/dealsGtl/crm/v3/propertzes/meeting/nsmeeting_outcomeGET /crm/v3/properties/call/hs activity typePOST /crm/v4/associations/{type}/batch/createPOST /crm/v4/associations/{type}/batch/archive+0 ..BURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTPLlDSTRUPSTRUPSTCalll SitesService.ohoAsk anything (&AL)+ ‹› CodeS Adaptive14 differences647 Shelved versionuse HubSpot\(lient\ Crm\Pipelines Model\PipelineStage:use HubSpot \Client \Crm \Properties Model\Property:use HubSpot Discovery Discovery:use Jiminny Excentions Crmexcention:use Jiminny Exceptions \RateLimitExceptionuse Jiminny Excentions SociallAccountTokeninval.idsxcentionguse Jiminny|Jobs\Crm\Note0bject;use Jiminnv Models Crm Field.use Jiminny\Services\Crm \BaseClient;480public function __construct(SocialAccountService $socialAccountService,HubspotPaginationService SpaginationServiceHubenotTokenManadon CtokenManadonparent:: construct($socialAccountService):Sthic-SnaginationSenvice = SpaginationService:Sthis->tokenManager = $tokenManager:fo 4 spaces...
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Vasil Vasilev
Apr 28th at 4:51:31 PM
4:51 PM
a, ти искаш в amazon да добавим ключ за достъп до QAi ?
Apr 28th at 4:51:38 PM
4:51
Вес се грижи за тея неща
Apr 28th at 4:52:06 PM
4:52
дори не съм сигурен дали тоя ключ не трябва да бъде в CircleCI при билда на имиджа
Apr 28th at 4:52:10 PM
4:52
т.е.
Apr 28th at 4:52:12 PM
4:52
пак не знам
Lukas Kovalik
Apr 28th at 4:53:41 PM
4:53 PM
ок, ще питам Вес, мерси
Vasil Vasilev
Apr 28th at 5:00:16 PM
5:00 PM
моля
Jump to date
Vasil Vasilev
Today at 2:52:43 PM
2:52 PM
Лукаш, привет
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Today at 2:52:48 PM
2:52
хвърли моля те едно око тука
iTerm2Shell Edit ViewSessionScripts|ProfilesWindowHelp‹ >0 lobl100% C8APP (-zsh)DOCKER₴1DEV (docker)882JY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPAPP (-zsh)-zshJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY]@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20725-handle-HS-search-rate-limitSwitched to a new branch 'JY-20725-handle-HS-search-rate-limit'Lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-limit) $ I• 84screenpipe*•$5-zshFri 8 May 16:26:34T₴1|₴6APP...
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Switch workspaces… (Jiminny Inc) Has new messages
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Vasil Vasilev
Apr 28th at 4:51:31 PM
4:51 PM
a, ти искаш в amazon да добавим ключ за достъп до QAi ?
Apr 28th at 4:51:38 PM
4:51
Вес се грижи за тея неща
Apr 28th at 4:52:06 PM
4:52
дори не съм сигурен дали тоя ключ не трябва да бъде в CircleCI при билда на имиджа
Apr 28th at 4:52:10 PM
4:52
т.е.
Apr 28th at 4:52:12 PM
4:52
пак не знам
Lukas Kovalik
Apr 28th at 4:53:41 PM
4:53 PM
ок, ще питам Вес, мерси
Vasil Vasilev
Apr 28th at 5:00:16 PM
5:00 PM
моля
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Vasil Vasilev
Today at 2:52:43 PM
2:52 PM
Лукаш, привет
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Today at 2:52:48 PM
2:52
хвърли моля те едно око тука
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Today at 2:52:49 PM
2:52
https://github.com/jiminny/app/pull/12059
https://github.com/jiminny/app/pull/12059
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Today at 2:53:03 PM
2:53
опитвам се да оптимизирам процеса по индексиране на активитита за ЕС
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Today at 2:54:16 PM
2:54
идеята е да намаля паметта която се ползва за да се генерира един бач от 100 активитита
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Today at 2:54:35 PM
2:54
и после да увелича размера на бачовете, за да имаме по малко blocking операции в ЕС, като реиндексира
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Lukas Kovalik
Today at 4:12:58 PM
4:12 PM
здрасти, изглежда ок, но когато го минах и през gemini ми даде един warning.
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Today at 4:13:17 PM
4:13
Switch
cursor()
to
lazyById(250)
. It preserves the single-loop, generator-style code in the new version while restoring proper batched eager loading (avoiding N+1 on
getIndexableAttributes()
) and releasing the DB connection between chunks (avoiding long-held PDO connections during ES/Sentry calls).
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Channel
LaterMoreSlackVIewMistonWindowhelp@ Describe what you are looking forJiminny ...o Vasil Vasilev# curiosity_labMessagesAdd canvaUr FilesMore# engineering# general#jiminny-bgVasil Vasilev 2:52 PMЛvкаш пливет# platform-tickets•хвооли моля те едно око тука# product launcheshttns:/oithub.com/iminnv/a0o/oul//12059# randomi released# sofia-officeопитвам се да оптимизирам процеса поИНд2:54 илеята е ла намаля паметта която се# support# thank-yousползва за да се генерира един бач от 100иіктивитита# the people of iimi..и после ла увелича размера на бачовете.за ла имаме по малко blocking операцииA Direct messagesв -с, като пеинлексиоа Vasil VasilevLukas Kovalik 4:12 PMA Nikolay Ivanovзлрасти, изглежла ок. но когато го минах.Galya Dimitrovaи поез детіnі ми лале елин warning3 Aneliva Angelova. ..Switch cursor@ to lazvBvld(250). It* Stoyan Tanev -preserves the single-loon, generator-stvle& Stefka Stovanovacode in the new version while restoringprover batched eager loading avolding N+1Ves/e Aneliva AngelovaL James Grahamon getindexableAttributes)andreleasing the Db connechon betweenchunks (avoiding long-held PDOconnechons during -/ Sentrv calls.Lukas Kovalik y...::: AppsToastMessage Vasil Vasilev Be back soon. Late…+ Aal$i Jira Cloud© JiminnyDebugCommand.phpjectbetach.ong© CheckAndRetryRemoteMatch.php© RateLimitException.phpC) ProviderkateLimiter.phpA7 A48 X1 X33 21 A V 1array sscopes: arrav(Sname. Soffset. Scount): arravfco tino concacus based on adolcional tielas.'contacts'] as $objectType) {:://api.hubapi.com/crm/v3/objects/' . SobjectType .=22•generateNameSearchPayload($name, $offset, $count); 2e === 'compannes" ?'account" : "contact':ite solient spetnatane 0 s0ote11entO s ranuer =2Spavload.ed List.ponse['results'] as $object) {hs = Sobiecti'nromerties'1:= $this->buildContactName($properties):1II 11 1IISide-bv-side viewerDo not ianore yHighlight words x 15 B ?sion app/SenSoot Cuient Crm Pinelines Model PinelineStage:Spot \Client\Crm Properties Model\Property:Soot Discovery Discovery:inny Exceotions Crmexcention:-use Jiminny Excentions SociallAccountTokennval.idExcention=HubspotPaqinationService.phpEl HydrateCrmDataByExternalCallidJob.php app/Jobs/Activity/Import# ImportBatchJobTrait.php app/Jobs/Crm/HubspotGl JiminnyDebugCommand.php app/Console/Commandsloadina.nho confidMatchActivityCrmData.php app/Jobs/CrmMatchCrmData.oho avo.Jobs/Activitv/imoortl# OpportunitySyncTrait.php app/Services/Crm/Hubspot/ServiceTraits-PlavbackService.oho aoo/ServicesRateLimitException.php app/Exceptions# Service nhn ann/Services/crm/ubsnotSyncHubspotObjects.php app/Jobs/[EMAIL] ann/.lohs/Crml— use Jiminny Jobs \Crm \NoteObject;_use Jiminny Models\Crm \Field;use liminnv Services Crm RaseClient.WJiminny|Services\Crm\Hubspot > Client ww=public function __construct(SocialAccountService $socialAccountService,HubspotPaginationService $paginationService,HubspotTokenManager $tokenManagercaved soarch delete 1 file 27 04 26 14-58parent:: construct($socialAccountService):Sthis->paginationService = SpaginationService:Sthis->tokenManager = $tokenManager:> expiration message 6 files, 27.04.26, 9:23= custom.log x=laravel.logA SF [jiminny@localhost]4 HS_local [jiminny@localhost]# console [PKoDJA console leu)A console [STAGING]Hubspot Rate LimitingHubSpot Rate Limit Reaccept-encoding"],M X19 A V"access-control-allow-credentials":["false"]."server-timing": ["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",cfr;desc=|"9f80deb8e7c6dc3a-IAD\""]"x-content-type-options":["nosniff"],"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"set-LookLe":_ct._om=s1urcaugxvrzksopacronzvyknzinubzovniabelcmoy-1//81050/0-[IP_ADDRESS]-r1.299cUkxIgeszro2gDBTWM00.Ut207-May-26 14:51:15 GMT: domain=.hubapi.com;Http0nly: Secure: SameSite=None"],de leteEngagement()"керогс-10":"1"endpornts"."Lnlmuos:valVa.nelcloudrLare. com neDontVvLrSENYALSy PorYmSyOSUnXYE-4SCKYKORSDSWHSMO-04 20Y0X 46743 XVDHMSK"max age":604800-"],"success_fraction\":0.01,"max ade":604800-""Serven":"cloudflare"?,"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab","tnace id"."c7ab8365-903f-46d4-9403-0e5b551e3545"}100% 12Fri 8 May 16:26:33Investigating Rate LinNew CascadeHubspot erm call ReDELETE /engagements/id> (v1 SDK)post /crm/v3/objects/meetingsPATCH /crm/v3/obiects/meetinas/sid,GET /crm/v3/obiects/meeting/sidcrm/ownerso->getalloGET /crm/v3/ownersGET /crm/properties/coreAp10=>qetByNameOGET /engagements/call-dispositions (v1)GET /crm/pipelines/pipelinesAp1)->getallOGcl /crm/v3/p1pelines/dealsGtl/crm/v3/propertzes/meeting/nsmeeting_outcomeGET /crm/v3/properties/call/hs activity typePOST /crm/v4/associations/{type}/batch/createPOST /crm/v4/associations/{type}/batch/archive+0 ..BURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTRURSTRUPSTRUPSTCalll SitesService.ohoAsk anything (&AL)+ ‹› CodeS Adaptive14 differences647 Shelved versionuse HubSpot\(lient\ Crm\Pipelines Model\PipelineStage:use HubSpot \Client \Crm \Properties Model\Property:use HubSpot Discovery Discovery:use Jiminny Excentions Crmexcention:use Jiminny Exceptions \RateLimitExceptionuse Jiminny Excentions SociallAccountTokeninval.idsxcentionguse Jiminny|Jobs\Crm\Note0bject;use Jiminnv Models Crm Field.use Jiminny\Services\Crm \BaseClient;480public function __construct(SocialAccountService $socialAccountService,HubspotPaginationService SpaginationServiceHubenotTokenManadon CtokenManadonparent:: construct($socialAccountService):Sthic-SnaginationSenvice = SpaginationService:Sthis->tokenManager = $tokenManager:fo 4 spaces...
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
PhpStorm
|
faVsco.js – custom.log
|
NULL
|
9759
|
|
9758
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
PhostormVIewNavigatecodeLaravelFV faVsco.js?9 JY-20725-handle-HS-search-rate-limitProledeyJiminnyDebugcommand.pnpC)Teamownerservice.onp© TeamService.php(C) TranscodeParameterResolT DeleteCrmEntityTrai.pngo kematcnactiviyoncrmobjectbetach.org© CheckAndRetryRemoteMatch.php© MatchActivityCrmData.php© UserService.php© Uuid.php>@ Traits>D UseCases>@ User>O Utils> C Validation>0O© PaginationState.phg© HubspotPagirclass Service extends BaseService 1mplementsA7 A48 X1 X33 21 A V 1oubuc tunction tindistrino sname, array sscopes): arravcallback: function () use (Sname. Soffset. Scount): arravfsoaca =593php [EMAIL]@ Jiminny.ohp© Plan.php5941599597// Use the new V3 API to find contacts based on additional fields.foreach (['companies', 'contacts'] as $objectType) {Sendpoint = 'https://api.hubapi.com/crm/v3/objects/' . 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Client.php app/Services/Crm/Hubspot.ConferenceCrmMatcherJob.php app/Jobs/Activity-HandleHubspotRateLimit.php app/Jobs/MiddlewareHubspotClientinterface.php app/Services/Crm/Hubspot.HubspotPaginationService.php app/Services/Crm/Hubspot/PaginationE HydrateCrmDataByExternalCallidJob.php app/Jobs/Activity/Import# ImportBatchJobTrait.php app/Jobs/Crm/HubspotGl JiminnyDebugCommand.php app/Console/Commandsloadina.nho confidMatchActivityCrmData.php app/Jobs/CrmMatchCrmData.oho aoo.lobs/Activitv/imoort# OpportunitySyncTrait.php app/Services/Crm/Hubspot/ServiceTraits-PlavbackService.oho aoo/ServicesRateLimitException.php app/Exceptions# Service nhn ann/Services/crm/HubsnotSyncHubspotObjects.php app/Jobs/[EMAIL] ann/.lohs/Crmluse HubSpot\Client\ Crm\Pipelines Model\PipelineStage:use HubSpot\Client\Crm \Properties Model\Property:use HubSpot \Discovery Discovery;use Jiminny Excentions Crmexcention:=use Jimánny\Exceptions|SocialAccountTokenInvalidException;- use Jiminny liohs Crm. Notedhiect:_use Jiminny Models\Crm \Field;use Jiminnv Services Crm RaseClient.\Jiminny|Services\Cpublic function __construct(SocialAccountService $socialAccountService,HubspotPaginationService $paginationService,HubspotTokenManager $tokenManagercaved soarch delete 1 file 27 04 26 14-58parent:: construct($socialAccountService):Sthis->paginationService = SpaginationService:Sthis->tokenManager = $tokenManager:> expiration message 6 files, 27.04.26, 9:23= custom.log x=laravel.logA SF [jiminny@localhost]4 HS_local [jiminny@localhost]# console [PKoDJA console leu)A console [STAGING]Hubspot Rate LimitingHubSpot Rate Limit Reaccept-encoding"],M X19 A V"access-control-allow-credentials":["false"]."server-timing": ["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",cfr;desc=|"9f80deb8e7c6dc3a-IAD\""]"x-content-type-options":["nosniff"],"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"set-LookLe":_ct._om=s1urcaugxvrzksopacronzvyknzinubzovniabelcmoy-1//81050/0-[IP_ADDRESS]-r1.299cUkxIgeszro2gDBTWM00.Ut207-May-26 14:51:15 GMT: domain=.hubapi.com; Http0nly: Secure: SameSite=None"].de leteEngagement()"керогс-10":"1"endpornts"."Lnlmuos:valVa.nelcloudrLare. com neDontVvLrSENYALSy PorYmSyOSUnXYE-4SCKYKORSDSWHSMO-04 20Y0X 46743 XVDHMSK"max age":604800-"],"success_fraction\":0.01,"max ade":604800-""Serven":"cloudflare"?,"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab","tnace id"."c7ab8365-903f-46d4-9403-0e5b551e3545"}100% 12Fri 8 May 16:26:22AskJiminnyReportActivityServiceTest vInvestigating Rate LinNew CascadeHubspot erm call ReDELETE /engagements/id> (v1 SDK)POST /crm/v3/objects/meetingsPATCH /crm/v3/obiects/meetinas/sid,GET /crm/v3/obiects/meeting/sidcrm/ownerso->qetalLoGET /crm/v3/ownersGET /crm/properties/coreAp10=>qetByNameOGET /engagements/call-dispositions (v1)GET /crm/pipelines/pipelinesAp1)->getallOGcl /crm/v3/p1pelines/dealsGET /crm/v3/properties/meeting/hs_meeting_outcomeGET /crm/v3/properties/call/hs activity typePOST /crm/v4/associations/{type}/batch/createPOST /crm/v4/associations/{type}/batch/archive+0 ..BURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTBURSTPLlDSTRUPSTRUPSTHighlight words x 13 ?647Calll SitesService.ohogetinstance()->companyProperties()->getgetInstance()->contactProperties()->get() Shelved versionuse HubSpot\(lient\ Crm\Pipelines Model\PipelineStage:use HubSpot \Client \Crm \Properties Model\Property:use HubSpot Discovery Discovery:use Jiminny Excentions Crmexcention:use Jiminny Exceptions \RateLimitExceptionuse Jiminny Excentions SociallAccountTokeninval.idsxcentionguse Jiminny|Jobs\Crm\Note0bject;use Jiminnv Models Crm Field.use Jiminny\Services\Crm \BaseClient;480public function __construct(SocialAccountService $socialAccountService,HubspotPaginationService SpaginationServiceHubenotTokenManadon CtokenManadonparent:: construct($socialAccountService):Sthic-SnaginationSenvice = SpaginationService:Sthis->tokenManager = $tokenManager:Method contexugetcrmfield() (line ~299getCrmField() (line ~303)PateLimitBURSTRUpST14 differencesWN Windsurf Toams 21-1UTF.8io 4 spaces...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
PhpStorm
|
faVsco.js – Service.php
|
NULL
|
9756
|
|
9755
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}...
|
PhpStorm
|
faVsco.js – Service.php
|
NULL
|
9755
|
|
9754
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
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iTerm2Shell Edit ViewSessionScripts|ProfilesWindowHelp‹ >0 lobl100% C8APP (-zsh)DOCKER₴1DEV (docker)882JY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPAPP (-zsh)-zshJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY]@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20725-handle-HS-search-rate-limitSwitched to a new branch 'JY-20725-handle-HS-search-rate-limit'Lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-limit) $ I• 84screenpipe*•$5-zshFri 8 May 16:26:10T₴1|₴6APP...
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faVsco.js – Service.php
|
NULL
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9754
|
|
9753
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
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Previous Highlighted Error
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
PhpStorm
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faVsco.js – Service.php
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NULL
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9752
|
|
9751
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}...
|
PhpStorm
|
faVsco.js – Service.php
|
NULL
|
9751
|
|
9750
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
// First try to get Retry-After from response headers
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
if (method_exists($e, 'getResponseBody')) {
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
$policyName = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
if ($policyName === 'TEN_SECONDLY_ROLLING' || $policyName === 'ten_secondly_rolling') {
return 10;
}
if ($policyName === 'SECONDLY' || $policyName === 'secondly') {
return 1;
}
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
//
// $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
// $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
// $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
// $body = json_decode((string) $response->getBody(), true);
//
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
) {
return (int) $e->getCode() === 401;
}
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
return $e->getResponse()?->getStatusCode() === 401;
}
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) === 1 && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
} catch (RateLimitException $e) {
throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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faVsco.js – Client.php
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
// First try to get Retry-After from response headers
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
if (method_exists($e, 'getResponseBody')) {
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
$policyName = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
if ($policyName === 'TEN_SECONDLY_ROLLING' || $policyName === 'ten_secondly_rolling') {
return 10;
}
if ($policyName === 'SECONDLY' || $policyName === 'secondly') {
return 1;
}
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
//
// $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
// $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
// $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
// $body = json_decode((string) $response->getBody(), true);
//
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
) {
return (int) $e->getCode() === 401;
}
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
return $e->getResponse()?->getStatusCode() === 401;
}
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) === 1 && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
} catch (RateLimitException $e) {
throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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JY-20725-handle-HS-search Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
// First try to get Retry-After from response headers
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
if (method_exists($e, 'getResponseBody')) {
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
$policyName = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
if ($policyName === 'TEN_SECONDLY_ROLLING' || $policyName === 'ten_secondly_rolling') {
return 10;
}
if ($policyName === 'SECONDLY' || $policyName === 'secondly') {
return 1;
}
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
//
// $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
// $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
// $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
// $body = json_decode((string) $response->getBody(), true);
//
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
) {
return (int) $e->getCode() === 401;
}
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
return $e->getResponse()?->getStatusCode() === 401;
}
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) === 1 && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
} catch (RateLimitException $e) {
throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot\Pagination;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Services\Crm\Hubspot\Client;
use Jiminny\Services\Crm\Hubspot\PayloadBuilder;
use Psr\Log\LoggerInterface;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
class HubspotPaginationService
{
public function __construct(
private LoggerInterface $logger
) {
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
Client $client,
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
$state = new PaginationState(offset: $offset);
$endpoint = Client::BASE_URL . "/crm/v3/objects/{$type}/search";
$defaultFilter = $payload['filters'] ?? [];
$resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;
$teamId = $client->getConfig()->getTeam()->getId();
$delay = $this->calculateDelayInMicroseconds();
do {
if ($this->shouldStopPagination($state, $teamId)) {
break;
}
$payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);
$this->validateTokenIfNeeded($client, $state);
if ($state->requestCount > 0) {
usleep($delay);
}
$page = $this->executeSearchRequest($client, $type, $payload, $state);
$state->setTotal($page['total'] ?? 0);
$this->updateLastRecordId($page, $state);
// Safely iterate over results with null check
$results = $page['results'] ?? [];
foreach ($results as $row) {
$state->incrementTotalRecords();
yield $row;
}
$state->setOffset($this->getNextOffset($page));
$state->incrementRequestCount();
$this->logPaginationProgress($state, $teamId, $endpoint);
} while ($state->offset && ! empty($page['results']));
// Log final pagination completion stats
$this->logger->info('[Hubspot] Pagination completed', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'total_requests' => $state->requestCount,
'total_records_fetched' => $state->totalRecords,
'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),
'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,
]);
// Update reference parameters
$total = $state->total;
$lastRecordId = $state->lastRecordId;
}
private function shouldStopPagination(PaginationState $state, int $teamId): bool
{
if ($state->hasReachedSafetyLimit()) {
$this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [
'team_id' => $teamId,
'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,
'total_fetched' => $state->totalRecords,
]);
return true;
}
return false;
}
private function handlePaginationStrategy(
array $payload,
array $defaultFilter,
PaginationState $state,
int $resultsPerPage,
int $teamId
): array {
if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {
$payload['filters'] = $defaultFilter;
$payload['filters'][] = [
'propertyName' => 'hs_object_id',
'operator' => 'LT',
'value' => $state->lastRecordId,
];
$this->logger->info('[Hubspot] Search keyset pagination request', [
'team_id' => $teamId,
'sequence' => $state->requestCount,
'itemsPerPage' => $resultsPerPage,
'payload' => $payload,
'total' => $state->total,
]);
unset($payload['after']);
$state->setOffset(0);
}
if ($state->offset) {
$payload['after'] = $state->offset;
}
return $payload;
}
private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool
{
// Check if we've hit the offset limit
$shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;
if ($shouldSwitch && $state->lastRecordId === null) {
$this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [
'request_count' => $state->requestCount,
'current_offset' => $state->offset,
'results_per_page' => $resultsPerPage,
'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,
]);
return false; // Continue with offset pagination
}
return $shouldSwitch;
}
private function validateTokenIfNeeded(Client $client, PaginationState $state): void
{
if ($state->shouldValidateToken()) {
$client->ensureValidToken();
$state->updateLastTokenCheck();
}
}
private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array
{
try {
return $client->search($objectType, $payload);
} catch (\Exception $e) {
if ($client->isUnauthorizedException($e)) {
$this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'error' => $e->getMessage(),
]);
$client->ensureValidToken();
$state->updateLastTokenCheck();
try {
$result = $client->search($objectType, $payload);
$this->logger->info('[Hubspot] Token refresh and retry successful', [
'team_id' => $client->getConfig()->getTeam()->getId(),
]);
return $result;
} catch (\Exception $retryException) {
$this->logger->error('[Hubspot] Retry request failed after token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'original_error' => $e->getMessage(),
'retry_error' => $retryException->getMessage(),
]);
throw $retryException;
}
}
// RateLimitException and other exceptions are re-thrown as-is
throw $e;
}
}
private function updateLastRecordId(array $page, PaginationState $state): void
{
$lastRecord = ! empty($page['results']) ? end($page['results']) : null;
$lastRecordId = $lastRecord['id'] ?? null;
$state->updateLastRecordId($lastRecordId);
}
private function getNextOffset(array $page): int
{
return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;
}
private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void
{
if ($state->shouldLogProgress()) {
$this->logger->info('[Hubspot] Pagination progress log', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'requests_made' => $state->requestCount,
'records_fetched' => $state->totalRecords,
'elapsed_seconds' => $state->getElapsedSeconds(),
]);
}
}
private function calculateDelayInMicroseconds(): int
{
return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);
}
}
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot\Pagination;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Services\Crm\Hubspot\Client;
use Jiminny\Services\Crm\Hubspot\PayloadBuilder;
use Psr\Log\LoggerInterface;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
class HubspotPaginationService
{
public function __construct(
private LoggerInterface $logger
) {
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
Client $client,
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
$state = new PaginationState(offset: $offset);
$endpoint = Client::BASE_URL . "/crm/v3/objects/{$type}/search";
$defaultFilter = $payload['filters'] ?? [];
$resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;
$teamId = $client->getConfig()->getTeam()->getId();
$delay = $this->calculateDelayInMicroseconds();
do {
if ($this->shouldStopPagination($state, $teamId)) {
break;
}
$payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);
$this->validateTokenIfNeeded($client, $state);
if ($state->requestCount > 0) {
usleep($delay);
}
$page = $this->executeSearchRequest($client, $type, $payload, $state);
$state->setTotal($page['total'] ?? 0);
$this->updateLastRecordId($page, $state);
// Safely iterate over results with null check
$results = $page['results'] ?? [];
foreach ($results as $row) {
$state->incrementTotalRecords();
yield $row;
}
$state->setOffset($this->getNextOffset($page));
$state->incrementRequestCount();
$this->logPaginationProgress($state, $teamId, $endpoint);
} while ($state->offset && ! empty($page['results']));
// Log final pagination completion stats
$this->logger->info('[Hubspot] Pagination completed', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'total_requests' => $state->requestCount,
'total_records_fetched' => $state->totalRecords,
'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),
'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,
]);
// Update reference parameters
$total = $state->total;
$lastRecordId = $state->lastRecordId;
}
private function shouldStopPagination(PaginationState $state, int $teamId): bool
{
if ($state->hasReachedSafetyLimit()) {
$this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [
'team_id' => $teamId,
'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,
'total_fetched' => $state->totalRecords,
]);
return true;
}
return false;
}
private function handlePaginationStrategy(
array $payload,
array $defaultFilter,
PaginationState $state,
int $resultsPerPage,
int $teamId
): array {
if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {
$payload['filters'] = $defaultFilter;
$payload['filters'][] = [
'propertyName' => 'hs_object_id',
'operator' => 'LT',
'value' => $state->lastRecordId,
];
$this->logger->info('[Hubspot] Search keyset pagination request', [
'team_id' => $teamId,
'sequence' => $state->requestCount,
'itemsPerPage' => $resultsPerPage,
'payload' => $payload,
'total' => $state->total,
]);
unset($payload['after']);
$state->setOffset(0);
}
if ($state->offset) {
$payload['after'] = $state->offset;
}
return $payload;
}
private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool
{
// Check if we've hit the offset limit
$shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;
if ($shouldSwitch && $state->lastRecordId === null) {
$this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [
'request_count' => $state->requestCount,
'current_offset' => $state->offset,
'results_per_page' => $resultsPerPage,
'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,
]);
return false; // Continue with offset pagination
}
return $shouldSwitch;
}
private function validateTokenIfNeeded(Client $client, PaginationState $state): void
{
if ($state->shouldValidateToken()) {
$client->ensureValidToken();
$state->updateLastTokenCheck();
}
}
private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array
{
try {
return $client->search($objectType, $payload);
} catch (\Exception $e) {
if ($client->isUnauthorizedException($e)) {
$this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'error' => $e->getMessage(),
]);
$client->ensureValidToken();
$state->updateLastTokenCheck();
try {
$result = $client->search($objectType, $payload);
$this->logger->info('[Hubspot] Token refresh and retry successful', [
'team_id' => $client->getConfig()->getTeam()->getId(),
]);
return $result;
} catch (\Exception $retryException) {
$this->logger->error('[Hubspot] Retry request failed after token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'original_error' => $e->getMessage(),
'retry_error' => $retryException->getMessage(),
]);
throw $retryException;
}
}
// RateLimitException and other exceptions are re-thrown as-is
throw $e;
}
}
private function updateLastRecordId(array $page, PaginationState $state): void
{
$lastRecord = ! empty($page['results']) ? end($page['results']) : null;
$lastRecordId = $lastRecord['id'] ?? null;
$state->updateLastRecordId($lastRecordId);
}
private function getNextOffset(array $page): int
{
return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;
}
private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void
{
if ($state->shouldLogProgress()) {
$this->logger->info('[Hubspot] Pagination progress log', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'requests_made' => $state->requestCount,
'records_fetched' => $state->totalRecords,
'elapsed_seconds' => $state->getElapsedSeconds(),
]);
}
}
private function calculateDelayInMicroseconds(): int
{
return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);
}
}
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
// First try to get Retry-After from response headers
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
if (method_exists($e, 'getResponseBody')) {
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
$policyName = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
if ($policyName === 'TEN_SECONDLY_ROLLING' || $policyName === 'ten_secondly_rolling') {
return 10;
}
if ($policyName === 'SECONDLY' || $policyName === 'secondly') {
return 1;
}
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
//
// $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
// $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
// $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
// $body = json_decode((string) $response->getBody(), true);
//
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
) {
return (int) $e->getCode() === 401;
}
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
return $e->getResponse()?->getStatusCode() === 401;
}
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) === 1 && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
} catch (RateLimitException $e) {
throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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iTerm2Shell Edit ViewSessionScripts|ProfilesWind iTerm2Shell Edit ViewSessionScripts|ProfilesWindowHelp‹ $0lahl100% C8APP (-zsh)DOCKER₴1DEV (docker)882JY-20773-fix-automated-reports-user-pilot-trackingJY-20157-AJ-report-not-send-notificationJY-20508-notify-before-AJ-report-expirationJY-20372-ai-reports-promotion-pagesJY-20352-sync-opportunities-without-a-local-owner-user-id-is-nullJY-20738-debug-AJ-tracking-UPAPP (-zsh)-zshJY-18909-automated-reports-ask-jiminnyJY-20692-fix-integration-app-[API_KEY]@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20725-handle-HS-search-rate-limitSwitched to a new branch 'JY-20725-handle-HS-search-rate-limit'Lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20725-handle-HS-search-rate-limit) $ I• 84screenpipe"-zshFri 8 May 16:24:51T₴1|₴6APP...
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
// First try to get Retry-After from response headers
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
if (method_exists($e, 'getResponseBody')) {
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
$policyName = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
if ($policyName === 'TEN_SECONDLY_ROLLING' || $policyName === 'ten_secondly_rolling') {
return 10;
}
if ($policyName === 'SECONDLY' || $policyName === 'secondly') {
return 1;
}
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
//
// $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
// $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
// $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
// $body = json_decode((string) $response->getBody(), true);
//
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
) {
return (int) $e->getCode() === 401;
}
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
return $e->getResponse()?->getStatusCode() === 401;
}
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) === 1 && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
} catch (RateLimitException $e) {
throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot;
use HubSpot\Client\Crm\Deals\ApiException as DealApiException;
use HubSpot\Client\Crm\Contacts\ApiException as ContactApiException;
use HubSpot\Client\Crm\Companies\ApiException as CompanyApiException;
use HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectWithAssociations as ContactsWithAssociations;
use HubSpot\Client\Crm\Companies\Model\SimplePublicObjectWithAssociations as CompaniesWithAssociations;
use HubSpot\Client\Crm\Deals\Model\SimplePublicObjectWithAssociations as DealWithAssociations;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectInput;
use HubSpot\Client\Crm\Objects\Model\SimplePublicObjectWithAssociations as ObjectWithAssociations;
use HubSpot\Client\Crm\Pipelines\Model\Error;
use HubSpot\Client\Crm\Pipelines\Model\PipelineStage;
use HubSpot\Client\Crm\Properties\Model\Property;
use HubSpot\Discovery\Discovery;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Crm\Field;
use Jiminny\Services\Crm\BaseClient;
use Jiminny\Services\Crm\Hubspot\DTO\Response\Owner;
use Jiminny\Services\SocialAccountService;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use SevenShores\Hubspot\Factory;
use SevenShores\Hubspot\Http\Response;
use Jiminny\Services\Crm\Hubspot\Pagination\HubspotPaginationService;
use Throwable;
/**
* @phpstan-type CrmFieldOption array{id:string, label:string, value?:string}
*/
class Client extends BaseClient implements HubspotClientInterface
{
public const string MIN_API_VERSION = '2';
public const string BASE_URL = '[URL_WITH_CREDENTIALS] T
* @param callable(): T $apiCall
* @return T
*
* @throws RateLimitException
*/
private function executeRequest(callable $apiCall)
{
try {
return $apiCall();
} catch (Throwable $e) {
if ($this->isHubspotRateLimit($e)) {
$retryAfter = $this->parseRetryAfter($e);
$this->log->warning('[Hubspot] Received 429 from API', [
'team_id' => $this->config->team_id,
'config_id' => $this->config->getId(),
'retry_after' => $retryAfter,
'reason' => $e->getMessage(),
]);
throw new RateLimitException('Hubspot returned 429', $retryAfter, $e);
}
throw $e;
}
}
public function isHubspotRateLimit(Throwable $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
|| $e instanceof \GuzzleHttp\Exception\RequestException
) {
return (int) $e->getCode() === 429;
}
return false;
}
public function parseRetryAfter(Throwable $e): int
{
// First try to get Retry-After from response headers
if (method_exists($e, 'getResponseHeaders')) {
$headers = $e->getResponseHeaders() ?: [];
$value = $headers['Retry-After'] ?? $headers['retry-after'] ?? null;
if (is_array($value)) {
$value = $value[0] ?? null;
}
if (is_numeric($value)) {
return (int) $value;
}
}
if (method_exists($e, 'getResponseBody')) {
$body = $e->getResponseBody();
if (is_string($body)) {
$body = json_decode($body, true) ?? [];
}
$policyName = $body['policyName'] ?? $body['policy'] ?? $body['context']['policyName'] ?? null;
if ($policyName === 'TEN_SECONDLY_ROLLING' || $policyName === 'ten_secondly_rolling') {
return 10;
}
if ($policyName === 'SECONDLY' || $policyName === 'secondly') {
return 1;
}
}
$this->log->warning('[Hubspot] No retry-after header or policy name found, using default', [
'exception_class' => get_class($e),
]);
return 10;
}
public function getMinimumApiVersion(): string
{
return self::MIN_API_VERSION;
}
public function getInstance(): Factory
{
return new Factory([
'key' => $this->accessToken,
'oauth2' => true,
'base_url' => $this->baseUrl,
]);
}
public function getNewInstance(): Discovery
{
return \HubSpot\Factory::createWithAccessToken($this->accessToken);
}
/**
* Secondly and daily limits for Hubspot API
*
* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)
* Burst: 100/10 seconds | 150/10 seconds | 200/10 seconds
* Daily: 250,000 | 500,000 | 1,000,000
*
* Official documentation states: The search endpoints are rate limited to five requests per second.
* Since with 5 RPS were still hitting secondly rate limits we lowered it to 4
*/
public function getPaginatedData(array $payload, string $type, int $offset = 0): array
{
$total = 0;
$lastId = null;
$rows = [];
foreach ($this->getPaginatedDataGenerator($payload, $type, $offset, $total, $lastId) as $row) {
$rows[] = $row;
}
return ['results' => $rows, 'total' => $total, 'last_record' => $lastId];
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
return $this->paginationService->getPaginatedDataGenerator(
$this,
$payload,
$type,
$offset,
$total,
$lastRecordId
);
}
/**
* Execute a search request against HubSpot CRM objects with rate limiting.
*
* @param string $objectType The object type ('deals', 'companies', 'contacts', 'calls')
* @param array<string, mixed> $payload The search payload with filters, sorts, properties, etc.
* @return array The search response with 'results', 'total', 'paging' keys
* @throws RateLimitException When rate limit is hit
* @throws HubspotException On API errors
*/
public function search(string $objectType, array $payload): array
{
$endpoint = self::BASE_URL . "/crm/v3/objects/{$objectType}/search";
return $this->executeRequest(function () use ($endpoint, $payload) {
$response = $this->getInstance()->getClient()->request('POST', $endpoint, ['json' => $payload]);
return $response->toArray();
});
}
/**
* @throws DealApiException
* @throws CrmException
*/
public function getOpportunityById(string $crmId, array $fields): array
{
try {
// $deal = $this->executeRequest(fn () => $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$deal = $this->getNewInstance()->crm()->deals()->basicApi()->getById(
$crmId,
implode(',', $fields),
'companies,contacts'
);
} catch (DealApiException $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $deal instanceof DealWithAssociations) {
throw new CrmException('Deal not found');
}
return [
'id' => $deal->getId(),
'properties' => $deal->getProperties(),
'associations' => $deal->getAssociations(),
];
}
/**
* Generic batch read method for HubSpot objects
*
* @param string $objectType The object type ('deals', 'companies', 'contacts')
* @param array<string> $crmIds Array of HubSpot object IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with object data
*/
private function batchReadObjects(string $objectType, array $crmIds, array $fields): array
{
if (empty($crmIds)) {
return [];
}
$this->validateBatchSize($objectType, $crmIds);
$this->ensureValidToken();
try {
$batchConfig = $this->createBatchConfiguration($objectType);
$batchReadRequest = $this->prepareBatchRequest($batchConfig, $crmIds, $fields);
$response = $batchConfig['api']->read($batchReadRequest);
$this->validateApiResponse($response, $objectType);
$results = $this->processApiResults($response);
$this->logBatchResults($objectType, $crmIds, $results);
return $results;
} catch (\Throwable $e) {
$this->handleBatchError($e, $objectType, $crmIds);
}
}
private function validateBatchSize(string $objectType, array $crmIds): void
{
if (count($crmIds) > 100) {
throw new \InvalidArgumentException("Batch size cannot exceed 100 {$objectType}");
}
}
private function createBatchConfiguration(string $objectType): array
{
$configurations = [
'deals' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Deals\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Deals\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->deals()->batchApi(),
],
'companies' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Companies\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Companies\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->companies()->batchApi(),
],
'contacts' => [
'batchReadRequest' => new \HubSpot\Client\Crm\Contacts\Model\BatchReadInputSimplePublicObjectId(),
'inputClass' => \HubSpot\Client\Crm\Contacts\Model\SimplePublicObjectId::class,
'api' => $this->getNewInstance()->crm()->contacts()->batchApi(),
],
];
if (! isset($configurations[$objectType])) {
throw new \InvalidArgumentException("Unsupported object type: {$objectType}");
}
return $configurations[$objectType];
}
private function prepareBatchRequest(array $batchConfig, array $crmIds, array $fields): object
{
$batchReadRequest = $batchConfig['batchReadRequest'];
$inputClass = $batchConfig['inputClass'];
$inputs = array_map(function ($crmId) use ($inputClass) {
$input = new $inputClass();
$input->setId($crmId);
return $input;
}, $crmIds);
$batchReadRequest->setInputs($inputs);
$batchReadRequest->setProperties($fields);
return $batchReadRequest;
}
private function validateApiResponse($response, string $objectType): void
{
if (! $response) {
throw new CrmException("HubSpot API returned null response for {$objectType} batch read");
}
}
private function processApiResults($response): array
{
$results = [];
$responseResults = $response->getResults();
if ($responseResults) {
foreach ($responseResults as $object) {
if ($object && $object->getId()) {
$results[$object->getId()] = [
'id' => $object->getId(),
'properties' => $object->getProperties() ?: [],
];
}
}
}
return $results;
}
private function logBatchResults(string $objectType, array $crmIds, array $results): void
{
$this->log->info("[HubSpot] Batch fetched {$objectType}", [
'requested_count' => count($crmIds),
'returned_count' => count($results),
'crm_ids' => $crmIds,
]);
}
private function handleBatchError(\Throwable $e, string $objectType, array $crmIds): void
{
$errorMessage = $e->getMessage() ?: 'Unknown error';
$errorTrace = $e->getTraceAsString() ?: 'No trace available';
$this->log->error("[HubSpot] Failed to batch fetch {$objectType}", [
'crm_ids' => $crmIds,
'error' => $errorMessage,
'trace' => $errorTrace,
]);
throw new CrmException("Failed to batch fetch {$objectType}: " . $errorMessage);
}
/**
* Batch read multiple opportunities by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot deal IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with opportunity data
*/
public function getOpportunitiesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('deals', $crmIds, $fields);
}
/**
* Batch read multiple companies by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot company IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with company data
*/
public function getCompaniesByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('companies', $crmIds, $fields);
}
/**
* Batch read multiple contacts by their CRM IDs
*
* @param array<string> $crmIds Array of HubSpot contact IDs (max 100)
* @param array<string> $fields Array of property names to fetch
*
* @return array<string, array> Array keyed by CRM ID with contact data
*/
public function getContactsByIds(array $crmIds, array $fields): array
{
return $this->batchReadObjects('contacts', $crmIds, $fields);
}
/**
* @throws CompanyApiException
* @throws CrmException
*/
public function getAccountById(string $crmId, array $fields): array
{
try {
$company = $this->getNewInstance()->crm()->companies()->basicApi()->getById(
$crmId,
implode(',', $fields),
);
} catch (CompanyApiException $e) {
$this->log->info('[Hubspot] Failed to fetch account', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $company instanceof CompaniesWithAssociations) {
throw new CrmException('Account not found');
}
return [
'id' => $company->getId(),
'properties' => $company->getProperties(),
];
}
/**
* @throws ContactApiException
* @throws CrmException
*/
public function getContactById(string $crmId, array $fields): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$crmId,
implode(',', $fields)
);
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
throw $e;
}
if (! $contact instanceof ContactsWithAssociations) {
throw new CrmException('Contact not found');
}
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
}
/**
* This is email search request that Hubspot offers as GET (more generous quota)
*/
public function getContactByEmail(string $email, array $fields = []): array
{
try {
$contact = $this->getNewInstance()->crm()->contacts()->basicApi()->getById(
$email,
implode(',', $fields),
null,
false,
'email'
);
return [
'id' => $contact->getId(),
'properties' => $contact->getProperties(),
];
} catch (ContactApiException $e) {
$this->log->info('[Hubspot] Failed to fetch contact', [
'email' => $email,
'reason' => $e->getMessage(),
]);
return [];
}
}
/**
* @throws CrmException
*/
public function fetchProperty(string $objectType, string $propertyId): Property
{
$result = $this->getNewInstance()->crm()->properties()->coreApi()->getByName($objectType, $propertyId);
if (! $result instanceof Property) {
$this->log->error('[Hubspot] Failed to fetch property', [
'object_type' => $objectType,
'property_id' => $propertyId,
'reason' => $result->getMessage(),
]);
throw new CrmException('Failed to fetch property');
}
return $result;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchPropertyOptions(string $objectType, string $propertyId): array
{
/** @var array<CrmFieldOption> */
return $this->fetchProperty($objectType, $propertyId)->getOptions();
}
/**
* @return array<array{id:string, label:string, deleted:bool}>
*/
public function fetchCallDispositions(): array
{
/** @var Response $response */
$response = $this->getInstance()->engagements()->getCallDispositions();
/**
* @var array<array{
* id:string,
* label:string,
* deleted: bool
* }>
*/
return $response->toArray();
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityPipelineStages(): array
{
$stages = [];
$apiResponse = $this->getNewInstance()->crm()->pipelines()->pipelinesApi()->getAll('deals');
if ($apiResponse instanceof Error) {
$this->log->error('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $apiResponse->getMessage(),
]);
return [];
}
foreach ($apiResponse->getResults() as $pipeline) {
$pipelineStages = array_map(
static function (PipelineStage $stage) {
return [
'id' => $stage->getId(),
'label' => $stage->getLabel(),
];
},
$pipeline->getStages()
);
$stages = array_merge($stages, $pipelineStages);
}
return $stages;
}
public function fetchOpportunityPipelines(): array
{
$pipelines = [];
try {
$apiResponse = $this->makeRequest('/crm/v3/pipelines/deals');
} catch (\Exception $e) {
$this->log->info('[Hubspot] Failed to fetch opportunity pipelines', [
'reason' => $e->getMessage(),
]);
return [];
}
$response = $apiResponse->toArray();
foreach ($response['results'] as $pipeline) {
$pipelines[] = [
'id' => $pipeline['id'],
'label' => $pipeline['label'],
];
}
return $pipelines;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchMeetingOutcomeFieldOptions(Field $field): array
{
return $field->getCrmProviderId() === 'meetingOutcome'
? $this->fetchMeetingOutcomeTypes()
: $this->fetchCallActivityTypes();
}
public function fetchMeetingOutcomeTypes(): array
{
return $this->extractMeetingTypeOptions(
'[URL_WITH_CREDENTIALS] Response $response */
$response = $this->getInstance()
->getClient()
->request('GET', $endpoint);
/**
* @var array<array{
* value: string,
* label: string,
* displayOrder: int
* }> $optionData
*/
$optionData = $response->toArray()['options'] ?? [];
$options = [];
foreach ($optionData as $item) {
$options[] = [
'id' => $item['value'],
'value' => $item['value'],
'label' => $item['label'],
'display_order' => $item['displayOrder'],
];
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchDispositionFieldOptions(): array
{
$options = [];
$dispositions = $this->fetchCallDispositions();
foreach ($dispositions as $disposition) {
if ($disposition['deleted'] !== false) {
continue;
}
$option['value'] = $disposition['id'];
$option['id'] = $disposition['id'];
$option['label'] = $disposition['label'];
$options[] = $option;
}
return $options;
}
/**
* @return array<CrmFieldOption>
*/
public function fetchOpportunityFieldOptions(Field $field): array
{
if ($field->isStageField()) {
return $this->fetchOpportunityPipelineStages();
}
if ($field->isPipelineField()) {
return $this->fetchOpportunityPipelines();
}
return $this->fetchPropertyOptions('deals', $field->getCrmProviderId());
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function makeRequest(string $endpoint, $method = 'GET', $payload = [], ?string $queryString = null)
{
$endpoint = self::BASE_URL . $endpoint;
if ($method === 'GET') {
$response = $this->getInstance()->getClient()?->request(
method: $method,
endpoint: $endpoint,
query_string: $queryString
);
} else {
$response = $this->getInstance()->getClient()->request($method, $endpoint, [
'json' => ($payload),
]);
}
//
// $max = $response->getHeaderLine('X-HubSpot-RateLimit-Max'); // "110"
// $remaining = $response->getHeaderLine('X-HubSpot-RateLimit-Remaining'); // "109"
// $interval = $response->getHeaderLine('X-HubSpot-RateLimit-Interval-Milliseconds'); // "10000"
// $body = json_decode((string) $response->getBody(), true);
//
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$max ' . PHP_EOL . print_r($max, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$remaining ' . PHP_EOL . print_r($remaining, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$interval ' . PHP_EOL . print_r($interval, true));
// \Illuminate\Support\Facades\Log::channel('custom_channel')->info('$body ' . PHP_EOL . print_r($body, true));
return $response;
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function createMeeting(array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings';
return $this->makeRequest($endpoint, 'POST', $payload);
}
/**
* @throws BadRequest
* @throws HubspotException
*/
public function updateMeeting(string $meetingId, array $payload): Response
{
$endpoint = '/crm/v3/objects/meetings/' . $meetingId;
return $this->makeRequest($endpoint, 'PATCH', $payload);
}
/**
* @throws \Exception
*/
public function createNote(
string $body,
string $ownerId,
int $timestamp,
string $objectId,
NoteObject $noteObject
): ?string {
try {
$noteInput = new SimplePublicObjectInput([
'properties' => [
'hs_note_body' => $body,
'hubspot_owner_id' => $ownerId,
'hs_timestamp' => $timestamp,
],
]);
// Create note
$note = $this->getNewInstance()->crm()->objects()->basicApi()->create('note', $noteInput);
$this->getNewInstance()->crm()->objects()->associationsApi()->create(
'note',
$note->getId(),
$this->getNoteObject($noteObject),
$objectId,
$this->getNoteAssociationType($noteObject),
);
return $note->getId();
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to create note', [
'objectId' => $objectId,
'noteObject' => $noteObject->getObjectType(),
'reason' => $e->getMessage(),
]);
\Sentry::captureException($e);
}
return null;
}
public function updateEngagement(string $objectId, array $engagement, array $metadata): void
{
$this->getInstance()->engagements()->update($objectId, $engagement, $metadata);
}
public function getEngagementData(string $engagementId): array
{
$engagement = $this->getInstance()->engagements()->get($engagementId);
return $engagement->toArray();
}
public function createEngagement(array $engagement, array $associations, array $metadata): Response
{
return $this->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
}
public function isUnauthorizedException(\Exception $e): bool
{
if ($e instanceof BadRequest
|| $e instanceof DealApiException
|| $e instanceof ContactApiException
|| $e instanceof CompanyApiException
) {
return (int) $e->getCode() === 401;
}
if ($e instanceof \GuzzleHttp\Exception\RequestException && $e->hasResponse()) {
return $e->getResponse()?->getStatusCode() === 401;
}
$message = strtolower($e->getMessage());
return str_contains($message, '401 unauthorized') ||
str_contains($message, 'http 401') ||
str_contains($message, 'status code 401') ||
(preg_match('/\b401\b/', $message) === 1 && str_contains($message, 'unauthorized'));
}
/**
* Validates and refreshes the access token if needed before API requests.
* This ensures long-running processes don't fail due to token expiration.
*
* @throws SocialAccountTokenInvalidException
*/
public function ensureValidToken(): void
{
if ($this->oauthAccount === null) {
return;
}
$newToken = $this->tokenManager->ensureValidToken($this->oauthAccount);
if ($newToken !== null) {
$this->accessToken = $newToken;
}
}
public function getConfig()
{
return $this->config;
}
// returns only active (archived=false)
public function getOwners(): array
{
return $this->getNewInstance()->crm()->owners()->getAll();
}
/**
* @param bool $archived
*
* @return array<Owner>|[]
*/
public function getOwnersArchived(bool $archived = true): array
{
$endpoint = '/crm/v3/owners';
$queryParams = [
'archived' => $archived ? 'true' : 'false',
];
$queryString = http_build_query($queryParams);
$owners = [];
try {
$response = $this->makeRequest(endpoint: $endpoint, queryString: $queryString);
$responseData = $response?->toArray();
foreach ($responseData['results'] as $result) {
try {
$owners[] = Owner::create($result);
} catch (Throwable $e) {
$this->log->error('[HubSpot] Failed to process owner data', [
'result' => $result,
'error' => $e->getMessage(),
]);
continue;
}
}
} catch (Throwable $e) {
$this->log->error('HubSpot] Failed to fetch owners', [
'archived' => $archived,
'error' => $e->getMessage(),
]);
return [];
}
return $owners;
}
public function getMeeting(string $engagementId): ObjectWithAssociations
{
return $this->getNewInstance()->crm()->objects()->basicApi()
->getById('meeting', $engagementId, null, 'contact,company,deal');
}
public function deleteEngagement(string $engagementId): void
{
$this->getInstance()->engagements()->delete((int) $engagementId);
}
public function getAssociationsData(array $ids, string $fromObject, string $toObject): array
{
$associationData = [];
$idChunks = array_chunk($ids, self::ASSOCIATIONS_BATCH_SIZE_LIMIT);
foreach ($idChunks as $idChunk) {
try {
$batchInput = new \HubSpot\Client\Crm\Associations\Model\BatchInputPublicObjectId();
$batchInput->setInputs(array_map(function ($id) {
$publicObjectId = new \HubSpot\Client\Crm\Associations\Model\PublicObjectId();
$publicObjectId->setId($id);
return $publicObjectId;
}, $idChunk));
$associatedObjectsData = $this
->getNewInstance()
->crm()
->associations()
->batchApi()
->read($fromObject, $toObject, $batchInput);
if ($associatedObjectsData instanceof \HubSpot\Client\Crm\Associations\Model\BatchResponsePublicAssociationMulti) {
foreach ($associatedObjectsData->getResults() as $association) {
$from = $association->getFrom()->getId();
$toAssociations = $association->getTo();
if (! empty($toAssociations)) {
$associationData[$from] = array_map(function ($item) {
return $item->getId();
}, $toAssociations);
}
}
}
} catch (RateLimitException $e) {
throw $e;
} catch (\Exception $e) {
$this->log->error('[Hubspot] Failed to fetch associations', [
'from_object' => $fromObject,
'to_object' => $toObject,
'reason' => $e->getMessage(),
]);
}
}
return $associationData;
}
/**
* @throws \Exception
*/
private function getNoteAssociationType(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'note_to_deal',
NoteObject::Lead, NoteObject::Contact => 'note_to_contact', // or 'note_to_lead' if your portal supports it
NoteObject::Account => 'note_to_company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
/**
* @throws \Exception
*/
private function getNoteObject(NoteObject $noteObject): string
{
return match($noteObject) {
NoteObject::Opportunity => 'deal',
NoteObject::Lead, NoteObject::Contact => 'contact',
NoteObject::Account => 'company',
NoteObject::Call, NoteObject::Event => throw new \Exception('Not supported'),
};
}
public function addAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/create";
return $this->makeRequest($endpoint, 'POST', $payload);
}
public function removeAssociations(string $objectType, string $associationType, array $payload): Response
{
$endpoint = "/crm/v4/associations/$objectType/$associationType/batch/archive";
return $this->makeRequest($endpoint, 'POST', $payload);
}
}
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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faVsco.js – HubspotPaginationService.php
|
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JY-20725-handle-HS-search Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm\Hubspot\Pagination;
use Jiminny\Exceptions\RateLimitException;
use Jiminny\Services\Crm\Hubspot\Client;
use Jiminny\Services\Crm\Hubspot\PayloadBuilder;
use Psr\Log\LoggerInterface;
use SevenShores\Hubspot\Exceptions\BadRequest;
use SevenShores\Hubspot\Exceptions\HubspotException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
class HubspotPaginationService
{
public function __construct(
private LoggerInterface $logger
) {
}
/**
* @throws HubspotException
* @throws SocialAccountTokenInvalidException
* @throws BadRequest
*/
public function getPaginatedDataGenerator(
Client $client,
array $payload,
string $type,
int $offset = 0,
int &$total = 0,
?string &$lastRecordId = null
): \Generator {
$state = new PaginationState(offset: $offset);
$endpoint = Client::BASE_URL . "/crm/v3/objects/{$type}/search";
$defaultFilter = $payload['filters'] ?? [];
$resultsPerPage = PayloadBuilder::MAX_SEARCH_REQUEST_LIMIT;
$teamId = $client->getConfig()->getTeam()->getId();
$delay = $this->calculateDelayInMicroseconds();
do {
if ($this->shouldStopPagination($state, $teamId)) {
break;
}
$payload = $this->handlePaginationStrategy($payload, $defaultFilter, $state, $resultsPerPage, $teamId);
$this->validateTokenIfNeeded($client, $state);
if ($state->requestCount > 0) {
usleep($delay);
}
$page = $this->executeSearchRequest($client, $type, $payload, $state);
$state->setTotal($page['total'] ?? 0);
$this->updateLastRecordId($page, $state);
// Safely iterate over results with null check
$results = $page['results'] ?? [];
foreach ($results as $row) {
$state->incrementTotalRecords();
yield $row;
}
$state->setOffset($this->getNextOffset($page));
$state->incrementRequestCount();
$this->logPaginationProgress($state, $teamId, $endpoint);
} while ($state->offset && ! empty($page['results']));
// Log final pagination completion stats
$this->logger->info('[Hubspot] Pagination completed', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'total_requests' => $state->requestCount,
'total_records_fetched' => $state->totalRecords,
'total_elapsed_seconds' => round($state->getElapsedSeconds(), 2),
'average_seconds_per_request' => $state->requestCount > 0 ? round($state->getElapsedSeconds() / $state->requestCount, 2) : 0,
]);
// Update reference parameters
$total = $state->total;
$lastRecordId = $state->lastRecordId;
}
private function shouldStopPagination(PaginationState $state, int $teamId): bool
{
if ($state->hasReachedSafetyLimit()) {
$this->logger->warning('[Hubspot] Reached maximum request limit during pagination', [
'team_id' => $teamId,
'safety_limit' => PaginationConfig::LOOP_SAFETY_LIMIT,
'total_fetched' => $state->totalRecords,
]);
return true;
}
return false;
}
private function handlePaginationStrategy(
array $payload,
array $defaultFilter,
PaginationState $state,
int $resultsPerPage,
int $teamId
): array {
if ($this->shouldSwitchToKeysetPagination($state, $resultsPerPage)) {
$payload['filters'] = $defaultFilter;
$payload['filters'][] = [
'propertyName' => 'hs_object_id',
'operator' => 'LT',
'value' => $state->lastRecordId,
];
$this->logger->info('[Hubspot] Search keyset pagination request', [
'team_id' => $teamId,
'sequence' => $state->requestCount,
'itemsPerPage' => $resultsPerPage,
'payload' => $payload,
'total' => $state->total,
]);
unset($payload['after']);
$state->setOffset(0);
}
if ($state->offset) {
$payload['after'] = $state->offset;
}
return $payload;
}
private function shouldSwitchToKeysetPagination(PaginationState $state, int $resultsPerPage): bool
{
// Check if we've hit the offset limit
$shouldSwitch = $state->requestCount > 0 && ($state->offset + $resultsPerPage) > PaginationConfig::TOTAL_QUERY_LIMIT;
if ($shouldSwitch && $state->lastRecordId === null) {
$this->logger->warning('[Hubspot] Cannot switch to keyset pagination: lastRecordId is null', [
'request_count' => $state->requestCount,
'current_offset' => $state->offset,
'results_per_page' => $resultsPerPage,
'total_query_limit' => PaginationConfig::TOTAL_QUERY_LIMIT,
]);
return false; // Continue with offset pagination
}
return $shouldSwitch;
}
private function validateTokenIfNeeded(Client $client, PaginationState $state): void
{
if ($state->shouldValidateToken()) {
$client->ensureValidToken();
$state->updateLastTokenCheck();
}
}
private function executeSearchRequest(Client $client, string $objectType, array $payload, PaginationState $state): array
{
try {
return $client->search($objectType, $payload);
} catch (\Exception $e) {
if ($client->isUnauthorizedException($e)) {
$this->logger->warning('[Hubspot] Got 401 during pagination, attempting token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'error' => $e->getMessage(),
]);
$client->ensureValidToken();
$state->updateLastTokenCheck();
try {
$result = $client->search($objectType, $payload);
$this->logger->info('[Hubspot] Token refresh and retry successful', [
'team_id' => $client->getConfig()->getTeam()->getId(),
]);
return $result;
} catch (\Exception $retryException) {
$this->logger->error('[Hubspot] Retry request failed after token refresh', [
'team_id' => $client->getConfig()->getTeam()->getId(),
'original_error' => $e->getMessage(),
'retry_error' => $retryException->getMessage(),
]);
throw $retryException;
}
}
// RateLimitException and other exceptions are re-thrown as-is
throw $e;
}
}
private function updateLastRecordId(array $page, PaginationState $state): void
{
$lastRecord = ! empty($page['results']) ? end($page['results']) : null;
$lastRecordId = $lastRecord['id'] ?? null;
$state->updateLastRecordId($lastRecordId);
}
private function getNextOffset(array $page): int
{
return isset($page['paging']['next']['after']) ? (int) $page['paging']['next']['after'] : 0;
}
private function logPaginationProgress(PaginationState $state, int $teamId, string $endpoint): void
{
if ($state->shouldLogProgress()) {
$this->logger->info('[Hubspot] Pagination progress log', [
'team_id' => $teamId,
'endpoint' => $endpoint,
'requests_made' => $state->requestCount,
'records_fetched' => $state->totalRecords,
'elapsed_seconds' => $state->getElapsedSeconds(),
]);
}
}
private function calculateDelayInMicroseconds(): int
{
return (int) (1 / PaginationConfig::SEARCH_RPS_LIMIT * 1000000);
}
}
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faVsco.js – HubspotPaginationService.php
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JY-20725-handle-HS-search Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}...
|
PhpStorm
|
faVsco.js – HubspotPaginationService.php
|
NULL
|
9736
|
|
9735
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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faVsco.js – Client.php
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PhostormVIewINavigareCodeFV faVsco.js°9 JY-20725-h PhostormVIewINavigareCodeFV faVsco.js°9 JY-20725-handle-HS-search-rate-limitProiect© BatchSyncCollector.f G DeleteCrmEntityTrait.phpe baichsynckealssero cllentonpC closeaDealstagesseDealrielasservice.onc)DecorateAcuiviy.one© FieldDefinitions.phcC) FieldTvoeconverter.@ HubspotClientinterfa(C) HubspotTokenManacC) PavloadBuilder.ohp(C) RemotecrmObiectMaf) ResponseNormalize.t(c) Service,.ono© SyncFieldAction.php(C) SvncRelatedActivitv.€ WebhookSvncBatch!v MintearationAoo160161162 €>IM Acceccord› D Api>D ConfigDDTOD FiltersD Jobs• D ProspectSearchStratM ServiceTraits© DataClient.php© DecorateActivity.php© LocalSearch.php147 F169u LocalSearchintertacec) Remotesearch.pho175(c) Service.phpv C Listeners177 €(c) ConvertLeadActivitiec) PurceLookuocache.rM Metadata1792 MiarationM Pipedrive• SalesforceFieldsM OnnortunitvMatchenM OnnortunitvSvneStra> M ProsnectSearchStratM Service Traits(C) Client nhn© DecorateActivity.php|190T. Dolete@biectsTrait.n© FieldDefinitions.php© PayloadBuilder.php© Profile.php() AuorvRuildor nhn192194 C195Patch succoccfullv annlied (10 minutes aao)•JiminnyDebugcommand.pnp= custom.log x= laravel.logA SF [jiminny@localhost]4 HS_local (jiminny@localhost)© CheckAndRetryRemoteMatch.php# console [SlAvING[2026-05-07 14:21:15] local.INF0: [Hubspot] DEBUG Getting headers {"neaders".?"Vace".L"Inu,or May 2020 14.21.15 6Ml"J"Loncent-lvpe". "applicacionson,charser=utt-o'"Transfer-Encoding": ["chunked"].<5 Ccw *class ulrent extenas baseulrent zmpcements nuospoculzentencerraceA7.."CF-Ray":"9t80deb8dbo0dcsa-s0F",pubuic tunccion gecinscance: raccory"CF-Cache-Status":L"DYNAMIC"J,"Strict-Transport-Secur1ty":"max-aqe=31536000* 1ncludeSubDomains: preload")return new Factory(ibase url' => Sthis->baseUr.."server-timing": ["hcid;desc=|"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",cfr;desc=|"9f80deb8e7c6dc3a-1AD\""],public function getNewInstance: Discoveryreturn HubSpot\Factory::createWithAccessToken(Sthis->accessToken):'x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"Set-Cookie":["__cf_bm=S1UrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfW100.ufZ07-May-26 14:51:15 GMT; domain=.hubapi.com; Http0nly; Secure; SameSite=None"],"Renont-To"•r"s85"endnoints"."urz\":\"https:|\/\V/a.nel.cloudflare.com\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZ1zoYdxI%2BIxVpHmsKn\"group\":\"cf-nel\".* Secondly and daily limits for Hubspot API\"max_age\":604800}"],"NEL": ["{* Product Tier: Free & Starter | Professional & Enterprise | API add-on (any tier)\"success_fraction\":0.01,100/10 seconds | 150/10 seconds1 200/10 seconds* Dally:250.ann500.0001,000.008reporc to. "cr-nel,"max age":604800}"]."Server": ["cloudflare"]}} {* Official documentation states: The search endpoints are rate limited to five reques.o* Since with 5 RPS were still hitting secondlu rate limitswe lowered it to 4"correlation_1d":"95256555-ec98-4541-b9za-adta/sb6Yeab",I"trace_1d":"C/Ab8565-905t-4604-9405-0e5b551e5545";public functiion detPaginatedData(&ray Spavload, strina Stvpe, int Soffset = 0): arpavStotal = 0Stastld = null.Srows = LJ:foreach (Sthis->aetPaginatedDataGenenator(Soavload Stvne. Soffset. Stotal. SlastlSrowsf = Srow.neturn "'resultsl => Srows. Itotall => Stotal, Ilast recond' => Slasttdl»* Athnowe Hubeno+fycention* @throws SocialAccountTokenInvalidException* athrows BadRequestpublic function getPaginatedDataGenerator(array spayload100% 12Fri 8 May 16:24:19AskJiminnyReportActivityServiceTest v« console [PROD]A console leu)CascadeHubspot Rate LimitingHubSpot Rate Limit ReInvestigating Rate LinNew CascadeHubspot erm call Re+0 ..M X19 A Vclient→>getinstance()→>objectProperties("task").aul0)getobnectFields" line ~85BURSTclient->getInstance()->objectProperties(Stype).get($id)1mportobjectField() (line ~232)BURSTwUpporcuntcysyncstraregy/nuosposyncsurategybase.onpCallKate Limitclient->getPaginatedDataGenerator(Spayload, 'deals')retchopportunities (line ~55)SSAPCHUpporcunttysyncotraregy/ nuos porsing lesyncstracegy. onpcalliMethod contextpate Limitclient=>getopportunityby.dl)retchopportunity) (une ~3oRupSTSyncke lacedactivicymanager.ongCalliMethod conteytPate limitclient->gecraginaredvara(spayload, "meeting")fetchRelatedMeetings() (line ~142)SEADCLIclient->getMeeting()countMatchingProspects() (line ~290)RUpSTCalliMethod contexiPate Iimitclient-sundateFnoanement/updateCrmActivityFromLocal() (line~73)RLIpSTFields/SpecialFieldDecorator.phpCalliMethod conteytPate Limitclient_sfetch0icnositionFfeld0ntjons/)getEngagementOptions() (line ~39)RUPSTclient-fetchMeet.inaQutcomeTvoesgetEngagementOptions() (line ~42)BURSTclient-sfetchCallActivitvTvoesgetEngagementOptions() (line ~45)BURSTclient->fetch0oportunitvPineLineStages)aetdoportunitvûot ions() (line ~54)BURSTclient->fetch0oportunitvPioelinesaet0oportunitvûot ions() (line ~57)BURSTsummary by categorySearch-rate calls (5 RPS shared limit) — most sensitive:•aetPaginatedDataGenerator/oetPaginatedData — used for all bulk svncs (deals, contacts, comoanies, meetinas, tasks, calls)•find() - contact/company name search (2 search calls per invocation)•handlePhoneSearchRequesto — up to 3 search calls per ohone lookuosearchCallsByPeriod() . searchCallByRecordingURLToken(), getCalls()Burst-rate calls - all read/write single or batch object operations, engagements, properties, pipelines, associations, owners.Teuall eeeAsk anvthing (&+-bC° AdantiveWN Windsurf Teams172-7UTF.8io 4 spaces...
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PhpStorm
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faVsco.js – Client.php
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NULL
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9734
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9733
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
PhpStorm
|
faVsco.js – Service.php
|
NULL
|
9733
|
|
9732
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
PhpStorm
|
faVsco.js – Service.php
|
NULL
|
9732
|
|
9731
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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PhostormINavigarecodeFV faVsco.js°9 JY-20725-handle-HS-search-rate-IiyProledey(C) PemoteCrmObiectM:€ ResponseNormalize.g service.ong© syncrielaAction.ong© SyncRelatedActivitylc wednooksynebaich:v D IntegrationApp>D Accessors> ApicontiaODTO>D Filters• ProsoectSearchstratServiceTraitsC) DataClient.ohoC) DecorateActivitv.oho© LocalSearch.phpelocalSearchinterface© RemoteSearch.phpC) Service.phpv D Listeners(C) Convertl padActivitie© PurgeLookupCache.r> M MetadatalD Migration> @ Pipedrive• M Colocfarco>0 Fields_ OpportunityMatcher> @ OpportunitySyncStra> 0 ProspectSearchStrat> 0 ServiceTraits(c) Client.phpc)[EMAIL]) FieldDefinitions.ohvC) PavloadBuilder.ohv90(C) Profile, ohoC) @uervBuilder.ohoC) @uerv.andler.ohoC) @uerviterator nhol© QueryResults.php© Service.php(C) SvncRatchRedicServN Traits© BaseClient.php© BaseService.php© CachedCrmServiceDecc© CountryCodeResolver.plC) Crm Activity DrovidorinteJiminnyDebugcommano.org© CheckAndRetryRemoteMatch.php47 A48 ×1 ×33 21 A<?phpnamesoace Jaminny Services crm Hubsoot:use...* aohostan-tupe ermFielddefinition arrau‹iname: scring.label: stringdescription: stringtype: string,fieldType: string,hidden• bool.snowcurrencysymool. oool,opcions. arrausarraus10. scrandlabel: string,value:: stringclass service extends Baseservice 1mplementsHubspotintertacesuncurmretadataintertace.MatchDomainBvEmarlInterfaceRemoteEntitvManioulationinterface.FetchRel atedactivitviintenface.Lavout Management interfaceMatchCrmEntitiesInterface,RemoteEntitvlookunIntenface.VenifvTaskEyistsIntenfaceuco PocalvoComnanvlameRvEmail Tnait.use SyncCrmEntitiesTrait;uce MnitoßnmTnait.use SyncFieldsTrait:use upporcunitysynclraltprivate const 1nt ENGAGEMENI BUUY_MAX LENGIH = 6555614 HS_local (jiminny@localhost)« console [PROD]A console leu)# console [SlAvING[2026-05-07 14:21:15] local.INF0: [Hubspot] DEBUG Getting headers {M X19 A V"Vace".L"Inu,or May 2020 14.21.15 6Ml"J"Loncent-lvpe". "applicacionson,charser=utt-o'"Transfer-Encoding": ["chunked"]."CF-Ray":["9f80deb8db60dc3a-SOF"]."Strict-Transport-Secur1ty":"max-aqe=31536000* 1ncLudeSubDomains: preload")"server-timing": ["hcid;desc=|"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",cfr;desc=|"9f80deb8e7c6dc3a-1AD\""],'x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],'Set-Cookie":["__cf_bm=S1UrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfW100.ufZ07-Mav-26 14•51•15 GMT• domain=hubani.com• H+tnûnlv: Secuno• SameSite=Nono".)"Renont-To"•r"s"endnoints ".f"urz\":\"https:|\/\V/a.nel.cloudflare.com\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn\"group\":\"cf-nel\".\"max_age\":604800}"],INCII.TIS\"success_fraction\":0.01,reporcto. "cr-nel,"max age":604800}"]."Server": ["cloudflare"]}} {"correlation_ 1d":"95256555-ec98-4541-b92a-adta/sb69eab","trace_1d":"C/Ab8565-905t-4604-9405-0e5b551e5545";100% 12Fri 8 May 16:23:41AskJiminnyReportActivityServiceTest vCascadeHubspot Rate LimitingHubSpot Rate Limit ReInvestigating Rate LinNew CascadeHubspot erm call Reclient->getInstance()->companyProperties().all()getObjectFields() (line ~79)client->getInstance()->contactProperties().all()getObjectFields() (line ~80)client->getInstance()->dealProperties().all()getObiectFieldso Tline ~81)client->getInstance()->objectProperties('call').all()getObjectFields() (line~83)client->getInstance()->objectProperties (*meeting').allO)getObiectFieldso (line ~84)getObiectFields" line ~85client->qetInstance@->obiectProperties(Stype).aet(sid)importObiectField (line ~232)Opportun1tySyncstrateay/HubspotSyncStrategyBase.phgclient->aetPaqginatedDataGenerator(Spayload, 'deals')fetchOpportunities line ~55Opportun1tvsyncstrateay/hubspots1nglesyncstrateay.phpfetchOpportunity line ~38syncke lacedaccivicymanager.onoCallclient→>getPaginatedbata(SpayLoad, "meetang")client->getMeetingtetchRelatedMeetings) line ~142)countMatchingProspects() (line ~290)Kenorecrmod ectmanzoulacor.ondcolliMethod contextclient→>updateengagementupdateCrmActivityFromLocal() (line ~73)Fields/SpecialFieldDecorator.phpColllMethod contextclient→>retchd1spos1t1onr1elduptions()getengagementoptions() (line ~39)client->fetchMeet ingOutcomeTypes()getEngagementOptions() (line ~42)client->fetchCallActivityTypes()getEngagementOptions() (line ~45)client->fetchOpportunityPipelineStages()getOpportunityOptions() (line ~54)client-sfetchonnortunitvpinelinec/)getOpportunity0ptions() (line ~57)Summarv bv CatedorvSearch-rate calls (5 RPS shared limit) - most sensitive:+0 ..BURSTBURSTBURSTBURSTBURSTBURSTRate LimitSEARCHRate LimitRate LimitCEADAUpuIpSTRate LimitRuIpSTpate LimitBURSTRupSTRupSTRupSTRUPST• getPaginatedDataGenerator/getPaginatedData - used for all bulk syncs (deals, contacts, companies, meetings, tasks, calls)•findo — contact/company name search (2 search calls per invocation• handiePhoneSearchRequest() — un to 3 search calls ner nhone lookun.•searchCallsByPeriod(). searchCallByRecordingURLToken(), getCallsoAsk anvthing (&+b)S AdaptiveWN Windsurf Toams 77-27 UTF.8io 4 spaces...
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PhpStorm
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faVsco.js – Service.php
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
PhpStorm
|
faVsco.js – Service.php
|
NULL
|
9730
|
|
9729
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
PhpStorm
|
faVsco.js – Service.php
|
NULL
|
9729
|
|
9728
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
PhpStorm
|
faVsco.js – Service.php
|
NULL
|
9728
|
|
9727
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
PhpStorm
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faVsco.js – Service.php
|
NULL
|
9727
|
|
9726
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}...
|
PhpStorm
|
faVsco.js – Service.php
|
NULL
|
9725
|
|
9724
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Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
PhpStorm
|
faVsco.js – Service.php
|
NULL
|
9724
|
|
9723
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
PhpStorm
|
faVsco.js – Service.php
|
NULL
|
9723
|
|
9722
|
Project: faVsco.js, menu
JY-20725-handle-HS-search Project: faVsco.js, menu
JY-20725-handle-HS-search-rate-limit, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
b...
|
PhpStorm
|
faVsco.js – Service.php
|
NULL
|
9722
|