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87164
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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rnostolFV faVsco.is ~#12121 on JY-20963-fx-inProlectMEINSTALLMOUmacurayscrict.onM.INTERNALWEBHOOK SETU? maliminny storaceMalicenses.maMakere0 package-lock.jsonphpstan.neon.distF phpstan-baseline.neonphpunit.xmlTraw_sqL.query.scMAesNeiMs ma4484494504S4i sonar-project propertiesEtest.py<> Untitied Diagram.xmlus vetur.config.isMAWISAldeK SinEoiNGMOSUnt. Sytemallloranesv =0 Cemtches and Consolosv @ Database ConsolesV AEU# console cUA DEAL RISKS (EU3meutsunSarvicaeivontameAconcola 2ui users 1 $ 548 msy2liminny@localhostAus loasll4 SFV A PROD# ConcalaV A STAGINGR Concal"noakorCSamviceTesconrDeleteObjectsTrait.phg© RecordSelector.phgOpportunitySyncTrait.php© CrmEntityRepository.phgclass service excenos baseservace olesentspubuzc tunccion anooristades tarray suypes & nult, tsurne sssangscagenane & nulle escade"tean_1dnane=> Sthis->tean->1d,width: 50)start: At width: 1101'Label''type=> ab_strinuidth(Ss['label')=> Stage::TYPE_OPPORTUNITY,seauence"=> $s["display0rder'),'is_selectable' => $s['active')proodozersy=> $s['probability") * 100if (SnissingStageNane === $s["id')) 4DuanostooetodehustacesudostacrosSousinessProcess-›staces@oysvncsstagesr=custom.loglaravei.io"A SF jiminny@localhostHSJocal jiminny@blocalhostA console (PROD17227201732755VA console (EU) X iin users (EU# console [STAGINGDo liminny vcreated_at > 2020-05 ₴031 49 A29 V 3 У 109 ^select * from activities order by id desc:select * from users where nane like 'Subrax'SELECT * FROM opportunities WHERE uuid to bin('84a9cfad-2c87-4453-9e72-28aeb78ccf8d**=Select * TrOuceals were d0= sosselect * Tron Scades nnere cean zo 8 so5seleulCONCAT(u.1d, CASE WHEN U.id = t.owner id THEN • (onner)' ELSE •* END) AS user idexun soo &CCountssJOIN users u on u.id = sa.sociable_idteheuremne o sToroudereosoon100% L74Inu zo moy 10:20:40Cecsdales Orcnnworeeoionhnves dohtine @oDor+0.60orobabuty" s Tloat icatal cetadata"orobabto tytThis ks the root causdHere's the full explanationRoot eause:moorStages overwmes D8 probabllty with Huosoots valueThe flow is1. Someone manually changed stage 20616's probability in the Jiminny DB to 100.00 on 2826-45-44 . The stage crn provider 1d: "elosedtost" k2. ImportStages() runs (during any pipeline/stage sync), It callsservice.php:445-454Sstage = Sthis-contio-ostages-ithtrashed=updatcorcreateerorowideressio cetorosblitw'r1S? Adaotiv7) Outputjiminny.opportunitiesIID fiminny stagesD Result 9i W OrowsvSOL40IE6iBuser.fd7Im)enail(midy:in sociable. idim provider user idi provider user token1m provider refresh token : im expires ™im refresh token expires y :providerASVu..O0:(mstate: auth scope y : (m)retry after: im created at yupdated atLITS-9T...
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Iliyana Netseva (DM) - Jiminny Inc - 2 new items - Iliyana Netseva (DM) - Jiminny Inc - 2 new items - Slack...
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87163
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
Home
Home
DMs
DMs
Activity
Activity
IAlDSlackFileEditViewGoHistoryWindowActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormWindowServerscreenpipereplaydSlack Helper (Renderer)Notion Helper (Renderer)SlackFirefoxCP Isolated Web ContentcoreaudiodlaunchdtccdlaunchservicesdSlack HelperbluetoothdActivity MonitorsyspolicydBiomeAgentmds_storesFirefoxCP Isolated Web Contentlanguage_server_macos_armiTerm2trustdFirefoxCP Isolated Web ContentWispr FlowClaudetrustdBitwarden187,0185,278,475,859,840,713,59,79,58,65,75,65,45,04,94,24,23,93,92,92,82,62,22,22,12,12,01,8HelpCPU Time24:01:36,684:15:42,668:06:04,093:49:09,186:38:36,601:00:24,0925:13,6113:57,7440:45,431:01:39,3519:32,379:14,761:04:16,6615:31,1320:57,619:24,3117:26,640,401:10:27,0653,0311:51,351:04:57,455:19,0116:54,254:19,4129:36,5915:01,822:30,71System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKD •HomeDMsActivityFilesLater..•More+44,27%55,73%0,00%CPUEDJiminny...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of_jimi.Direct messagesEL. Iliyana Netseva€o Vasil Vasileva. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovR. Steliyan Georgievto Ves% MiraP.. Nikolay Yankovdo James GrahamLukas Kovalik y...::: AppsJira Cloudlabl100% С8•Thu 28 May 18:26:47Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday ~ raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя към кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeu+Aa..•...
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Iliyana Netseva (DM) - Jiminny Inc - 2 new items - Iliyana Netseva (DM) - Jiminny Inc - 2 new items - Slack...
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87162
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
Home
Home
DMs
IAlSlackFileEditViewGoHistoryWindowActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormscreenpipeWindowServerreplaydSlack Helper (Renderer)FirefoxCP Isolated Web Contentlanguage_server_macos_armSlackcoreaudiodCursorUlViewService (Not Responding)FirefoxbluetoothdActivity MonitorRescueTimeControl CentreSlack Helpercef_server Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr FlowFirefoxCP Isolated Web ContentClaudeFirefoxCP Isolated Web ContentWispr Flow Helper (GPU)javaWispr Flow Helper (Renderer)FirefoxCP Isolated Web Content213,4180,963,863,255,840,810,610,27,97,16,5HelpCPU Time24:01:26,814:15:32,883:49:05,188:05:59,956:38:33,441:00:21,9440:44,9311:51,2013:57,231:01:38,906:02,121:49:51,3520:57,369:24,087:48,6120:44,5715:30,869:38,2752,8816:54,144:19,3032:23,4129:36,494:21,1210,635,919,7013:35,34System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKD ,16%55,84%0,00%CPU••ED→Jiminny ...HomeDMsActivityFiles#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Later..•More+Direct messagesEL. Iliyana NetsevaEo Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko Kashinski. Galya Dimitrova: Todor StamatovRo Steliyan GeorgievCo Ves% MiraP.. Nikolay Yankov4o James GrahamE Lukas Kovalik y...::: AppsJira Cloud0labl100% С8•Thu 28 May 18:26:45Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday ~ raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя към кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
rnostolFV faVsco.is ~#12121 on JY-20963-fx-inProlectMEINSTALLMOUmacurayscrict.onM.INTERNALWEBHOOK SETU? maliminny storaceMalicenses.maMakere0 package-lock.jsonphpstan.neon.distF phpstan-baseline.neonphpunit.xmlTraw_sqL.query.scMAesNeiMs ma4484494504S4i sonar-project propertiesEtest.py<> Untitied Diagram.xmlus vetur.config.isMAWISAHOeK SinEoiNGMOSUNnt. Sytemallloranesv =0 Cemtches and Consolosv @ Database ConsolesV AEU463# console cUA DEAL RISKS (EUmeutsunSarvicaeivontameAconcola 2ui users 1 $ 548 msy2liminny@localhostAus loasll4 SFV A PROD# ConcalaV A STAGINGR Concal"noakorCSamviceTesconrDeleteObjectsTrait.phg© RecordSelector.phgOpportunitySyncTrait.php© CrmEntityRepository.phgclass service excenos baseservace olesentspubuzc tunccion anooristades tarray suypes & nult, tsurane sssangscagenane & nulle escade"tean_1dnane=> Sthis->tean->1d,width: 50)start: At width: 1101'Label''type=> ab_strinuidth(Ss['label')=> Stage::TYPE_OPPORTUNITY,seauence"=> $s["display0rder'),'is_selectable' => $s['active')proodozersy=> $s['probability") * 100if (SnissingStageNane === $s["id')) 4DuanostooetodehustacesudostacrosSousinessprocess-›staces@oysvncsstagesr7) Outputjiminny.opportunitiest liminny stages(D Result9 Tx,i W OrowsvSOL40IE6iBusen.fd 7Im)enailmidy : nsociable id n=custom.loglaravei.io"A SF jiminny@localhostHSJocal jiminny@localhostA console (PRODA console (EU) X uin users (EU# console [STAGINGDe00tDo jiminnycreated_at > 2020-05₴031 49 A29 V 3 У 109 ^select * from activities order by id desc:17272720select * from users where nane like 'Subrax'SELECT * FROM opportunities WHERE uuid to bin('84a9cfad-2c87-4453-9e72-28aeb78ccf8d**=Select * TrOuceals were d0= sos1732755Vselect * Tron Scades nnere cean zo 8 so5seleulCONCAT(u.1d, CASE WHEN U.id = t.owner id THEN • (onner)' ELSE •* END) AS user idtexun soo &CCountssJOIN users u on u.id = sa.sociable_idtehuremns o sToroudereosoon(m provider user id Ti provider user token1m provider refresh token : im expires ™100% L74Inu zo moy 10:20:44Cecsdales Orcnnworeebeeionhnves ohtine oDon+0.60orobabuty" s Tloat (iuatal cetadata"orobabto tytThis ks the root causdRoot eause:moorStages overwmes D8 probabllty with Huosoots valueThe flow is1. Someone manually changed stage 20616's probability in the Jiminny DB to 100.00 on 2826-45-44. The stage crn provider 1d: "elosedtost" k2. ImportStages() runs (during any pipeline/stage sync), It callsservice.php:445-454Sstage = Sthis-contio-ostages-ithtrashed=updatcorcreateerorowideressio cetorosbliewr1S? AdaotivASVJ..O0im refresh token expires y :provider:(mstate: mauth scope y : (m)retry after: im created at yupdated at...
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platform-tickets (Channel) - Jiminny Inc - 2 new i platform-tickets (Channel) - Jiminny Inc - 2 new items - Slack...
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87160
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
Home
Home
DMs
DMs
Activity
Activity
Files
IAlSlackFileEditViewGoHistoryWindowActivity MonitorAll ProcessesProcess Name% CPUPhpStormkernel_taskscreenpipereplaydWindowServercom.apple.Safari.SafeBrowsing.ServiceFirefoxCP Isolated Web Contentlanguage_server_macos_armlaunchservicesdcoreaudiodbluetoothdActivity MonitorFirefoxFirefoxCP Isolated Web ContentAlfredFirefoxCP Isolated Web ContentSlackWispr FlowClaudeiTerm2Slack Helper (Renderer)Wispr FlowFirefoxCP Isolated Web ContentCursorUlViewService (Not Responding)Wispr Flow Helper (Renderer)logdControl StripFirefoxCP Isolated Web Content206,0127,274,361,130,615,99,37,26,35,93,33,22,82,72,42,42,42,12,01,91,81,71,71,51,41,41,41,3HelpCPU Time4:15:23,3424:01:15,553:49:01,816:38:30,498:05:56,622,8740:44,3711:50,661:04:16,331:01:38,5220:57,109:23,831:49:51,0852,731:41,4216:53,9913:56,814:19,1629:36,351:04:57,211:00:19,791:36,7213:35,236:01,775:39,7517:08,2653,1919:58,18System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKD •HomeDMsActivityFilesLater..•More+52,76%47,24%0,00%CPUED→Jiminny ...+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messages&. Iliyana NetsevaGo Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovRo Steliyan Georgievto Ves% MiraP.. Nikolay Yankov4o James GrahamLukas Kovalik y...::: AppsJira Cloudlabl100% С8°Thu 28 May 18:26:40Describe what you are looking for# platform-tickets8146 0MessagesAdd canvasO Files+insights. harform team andMonday, May 18thassigned to Jtvyan rumvv. tnc rriority is P2MediumAutomation for Jira APP6:13 PMSRD-6865 [Coaching and Framework] user is notable to save their work. has been raised withPlatform team and assigned to **. The Priority is **Thursday, May 21st ~Automation for Jira APP 11:29 AMSRD-6871 Sensi.Ai - Call data not logging toHubSpot activity has been raised with Platformteam and assigned to Stoyan Tomov. The Priority isP2 MediumYesterday ~Automation for Jira APP8:10 PMSRD-6881 [On demand] Transcription in savedsearch disappears has been raised with Platformteam and assigned to **. The Priority is **Today ~NewAutomation for Jira APP 6:21 PMSRD-6885 [Deal Insights] Won deal appears inClosed Lost has been raised with Platform teamand assigned to **. The Priority is **Message #platform-tickets+...
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platform-tickets (Channel) - Jiminny Inc - 2 new i platform-tickets (Channel) - Jiminny Inc - 2 new items - Slack...
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rapstomViewCoocWindowFV faVsco.|s ~#12121 on JY-20 rapstomViewCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-l= env.locall= .env.migrate=enw.nikilocal2.env.other.env.production.env.production-eu=.env.ga=.env.gai=.[EMAIL] de halner modelk onsM?CLAUDE mdcomooser.soncomnoser dclSarvicaeivontameAconconui users 1 $ 548 msy2liminny@localhostA HSJJocalA SPV A PROD# ConcalaV A STAGINGH Concal"noakorAdtwycontroller.pngCSamviceTesconrDeleteObjectsTrait.phgUmacurayscrict.onw Pmcordselector.on:OpportunitySyncTrait.php© CrmEntityRepository.phgclass servace excenos baseservace aolesenes436pubuzc tunccionanporisraces tarray suypes & nult, esurane sssngscagenane & nulueiscaddoow-thlnasned->where('type', Stage::TYPE_OPPORTUNITY)->get-akeyby cra_provzoererooforeach (Sp""stages"" as SdealStage)Kesoonschorahoternondetturdoradietohsrearawelorcoe DexenosdurSexistingStage = SexistingStages-›get(Ssf'id'))I Restore soft-deleted stages that are now active sin HubSpotif (SexistingStage?->trashedd) 66 Ssf'active'))Sexistnostace-srestoreloUosert stace cuodares sortadelered records withour restonina then))Sstage = Sthis->conf_g->stages->withTrashed->update0rCreateCfeon prousder d7) Outputjiminny.opportunities(ID fiminny stage20 rowsv 0U-5G4206161teansawenecootouostooDcrn_provider_id V °11 >932aff3ec475 qualifzedtobuy12 1e22581fc6475 presentationscheduled13 1400180d0a47S decisionnakerboughtin14 5b1f636846)S5S475 67513856AS sunra oaseoSSS47S 4Y5K8SY16 1erxsn6Ws contrnctsent17 i6abcf92d4SSS475 closedwon18 :1db2cc97912S4751205019 18b4b9b788SSS475 closedlost20 1306156649SSS475 67513859TO0У L7Thu 28 May 18:26:37ServiceTest+0.=custom.loglaravei.io"A SF jiminny@localhostA console (PROD16977121713C) Salesforce/Service.phgA console (EU) Xuis users (EU# console [STAGINGTC AutopiiwarouodvDo liminny vSUNER OT actyies031 49 A29 У 3 У 109 ^THERE ANTVOe EIKEAND arcreated at > DATE SUBCNONORINTERVALSEDAYGROUP BY u.id, u.enail, U.nane, u.softphone_numberOROER BY SMS count DESCHSELECT DISTINCT u.id, u.enail, u.name, u.team_id, t.nane as team_namet.twilio_sns_sid, t.twilzo_nessaging.sigeonuschs uINNER JOIN teams t 1..n<->1: ON u.team_id = t.2dWHERE (t.twilio_sns_sid IS NOT NULL OR t.twilio_nessaging.sid IS NOT NULL)AND u.status = 1ORDER BY t.name, u.enail;SELECHU.emarlS8.*t.owner id FROM social accounts saJ0TM users u on u.id = sa.sociable.id-WTN Teamяt 1.nc-Si: on tode metoan ialCascadeles Orcnnworeebeeionhnves ohtine oDonorobabuty" s Tloat (ioatalcetadata""orobabto tythThis is the root causeThe flow isService.php:445-454Sstage = Sthis->config-ostages()-withTrashed()->update0rCreate(lerorowideressio cetorosbliewr1S, AdaotiveEnososndhmallted2. Trial Proposal Sent3. Trial Agreement Signed4. In-ToialevalluaetnoSorter duretandiing6. In-Contracting (Contract SentIn-Contract7. Won (Contract Signed)ennsasnd nuerterTaia Prondes Cant3. Trial Agreenent Signed4. In-ToialEvaluatsingVerbal Aaneenent/Auto RenerS.Orten Outstandhind6. In-Contracting (Contract SentIn-Contract7. Won (Contract Signed)Closed Won@probabitity Y ^ty. ?Dis_selectable V30.00 opportunity35.00 opportunity40.00 opportunity50.00 opportunity50.00 opportunity70.00 opportunity75.00 opportunity90.00 opportunity98.00 opportunity100.00 opportunity100.00 oppontunityO sequence VW created_at V• :csvvatso6@deleted_at Ycomtscomhssnullcnulle<null»cnult<null><oullMan:t//Wow.m.lron.1oat/twdou18.12...
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IAlSlackFileEditViewGoHistoryWindowActivity Monito IAlSlackFileEditViewGoHistoryWindowActivity MonitorAll ProcessesProcess Name% CPUPhpStormkernel_taskscreenpipereplaydWindowServercom.apple.Safari.SafeBrowsing.ServiceFirefoxCP Isolated Web Contentlanguage_server_macos_armlaunchservicesdcoreaudiodbluetoothdActivity MonitorFirefoxFirefoxCP Isolated Web ContentAlfredFirefoxCP Isolated Web ContentSlackWispr FlowClaudeiTerm2Slack Helper (Renderer)Wispr FlowFirefoxCP Isolated Web ContentCursorUlViewService (Not Responding)Wispr Flow Helper (Renderer)logdControl StripFirefoxCP Isolated Web Content206,0127,274,361,130,615,99,37,26,35,93,33,22,82,72,42,42,42,12,01,91,81,71,71,51,41,41,41,3HelpCPU Time4:15:23,3424:01:15,553:49:01,816:38:30,498:05:56,622,8740:44,3711:50,661:04:16,331:01:38,5220:57,109:23,831:49:51,0852,731:41,4216:53,9913:56,814:19,1629:36,351:04:57,211:00:19,791:36,7213:35,236:01,775:39,7517:08,2653,1919:58,18System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp HomeDMsActivityFilesLater..•More+48,27%50,87%0,87%CPUED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messagesEL. Iliyana NetsevaEo Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovRo Steliyan Georgievto Ves% MiraP.. Nikolay Yankov4o James GrahamLukas Kovalik y...::: AppsJira Cloud(alo)100% C8• Thu 28 May 18:26:36Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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87157
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rapstomCoocWindowFV faVsco.s ~#12121 on JY-20963-f rapstomCoocWindowFV faVsco.s ~#12121 on JY-20963-fx-l=enwlocallUmacurayscrict.on© RecordSelector.phg=.env.migrate=enw.nikilocal© CrmEntityRepository.phg2.env.other.env.production.env.production-eu=.env.ga=.env.ga=.[EMAIL] servace excenos baseservace aolesentspubuzc tunccionanporisraces tarray suypes & nult, esurane s ssangscagenane & nulu. escadeoow-thlnasned->where('type', Stage::TYPE_OPPORTUNITY)->geto-akeyoy cra_provzcer.rogforeach (Sp""stages"" as SdealStage)Kesoonschothttnonctturesccdtborbowp.ono-cs-ixer.dis..onowp.phpstorm.meta.php.ohounit.resulcacheE.pretticrianorearavhorcoe DexenosdorSexistingStage = SexistingStages-›get(Ssf'id')).windsurirulesI Restore soft-deleted stages that are now active sin HubSpotif (SexistingStage?->trashedd) 66 Ssf'active'))MAGLAUDS.mdcomooser.sonI/ Vosert stage (updates soft-deleted records without restoning then)Sstage = Sthis->conf_g->stages@-swithTrashed@->update0rCneatecfcomnoser dcldenendency.chacker.cogdew.isorEids.ty"teansid=> Sthis-srean->o1: 50)in ection ison distMEINSTAlme"tune•eaauenesMIINTERNAI WERHOOK SSTUD majiminny_storageMulicençac mall'is_selectablennahahst=> Stage: :TYPE_OPPORTUNITY,=> Ss['displayürder"),=> Ss['active"),=> Ss["probability") * 100MMakerepackage-lock.isonphpstan.neon.distphostan-baseline.necc<>phpunit.xmlT% raw.sal.query.saMNORAnNGMAif (SnissingStageName === $s["id')) &SnissingStage = $stage:Sstages() = Sstage->id:sonar-proiect propertiesEtest.ovSbusinessProcess-›stages()-›svnc(Sstages)<Untiled Diagram.xmilis wetur.confialMILCOUAAY CITEONE IMOIRURUTAT465)> ih External Librariesv E° Scratches and Consolesreum soissnosraoehv_ Database consoledconsole isuiAOFAL RISKS (FUr*oinhertdod474 00)publte funatzion svncûrganizattion@= vosd!...?AEU CEUTMan:t// Mowm/llronnoat /twdou18.2TO0У L7Inu co woy 1o.zoisServiceTest+0.laravel.lodA SF jiminny@localhostA console (PROD)C) Salesforce/Service.phgA console (EU) X uin users (EUD8.00€SUNER OT actyiesWHERE a.type LIKEAND a.created_at › DATE_SUB(NOW(), INTERVAL 30 DAY)SRoup By uoidr urenaiu, u,nane, u,sofcohone numbeIRDER BY SMS COUnt DESC# console [STAGING16961697169816991783- 705171211737_177217241725172€172710172/11735172017374710Oo liminny v031 49 428 X3 X108 A111SELECT DISTINCT u.id, u.enail, u.name, .tean_id, t.nane as team_namet.twilio_sms_sid, t.twilio_nessaging_sidSELECT * FROM teans WHERE nane LIKE "%Tourlane%": # 187, 209, 8150, salesforce-adningtSELECTCONCAT(u.id, CASE WHEN u.id = t.owner id THEN " (ouner)' ELSE "* END) AS user id4. omner. id FROM socioil aecounts s8J0TM users u on u.id = sa,sociable.ioWHERE v.team_id = 187 and sa.provider = 'salesforce':activitsies where 1d = 31264367,setaccountd = 4503y contactd = 1331639opponcunstvactiys es" uodared ar = 7826-15-22 87.16317 Mhered =372select. * fron toxt relave where created at > 12026-95-01*select *rom activities order by d desceselect * rom usens nhere nane Uike "SubnaiSELECT * FROM opportunities WHERE vuid to bin('84a9cfad-2c87-4453-9e72-20aeb78ccf8d*)select * from teams where id = 555:eolont e feon etanod shono tonn ihlr C6d.sa.*t.owner id FROM social accounts s&tOTM neong mAn mideee caAtohloJOIN teams t on t.id = u.tean 1cWUSOE 1400e X4= 400 Gnd C6 AAAUZHOR - IhINGAARINCascadeles Orcnnworeebeeionhnves ohtine oDonRitoootaNorenhooer.orobabuty" s Tloat (Coatal"cetadata""nrobabto tyteohThis s the root causeHere's the full explanation:Root eause: moorStaces overwntes DB orobabilty with Huospot's valueThe flow is1. Someone manually changed stage 20616's probability in the Jiminny DB to 100.00 on 2826-45-44 . The stage crn provider 1d: "closedtost" isHubSpot's standard "Closed Lost" stage which natively has probability ® in HubSpot.2. ImportStages() runs (during any pipeline/stage sync), It callsService.php:445-454Sstage = Sthis->config-ostages()-withTrashed()->update0rCreate(l"crm_provider_1d a 55l-10"JPebbsitencetorosbliew'113. sattorobabsKtu"1 comas from RestonscNorentaer.roms WrebenlStaoe"orobability" o (4loat) (Saata("retadata" I("orobabsUitv' 1 22 11.HubSpot returns netadata.probability = e for closedlost. So $s['probability") * 100 • 0. This resets stage 20616's probability back to 0 in tho4. Now getClosedDealStaces() outs "closedlost" into lostll (orobability 0), not woni• The deal syncs → is_von = false, is_closed = truetha connonss of muonte.May 4After May 4Stace 20616 probability manually changed to 100 in Jiminny DAmortStanes () runr → resetr staae 20616 probability back to 0 (frem HubSpot)May 20Dral synos → *closedlost» is in lostll (orob=0) = ts won = falarThe opportunitye atane ta in etill 20616 (the stage record ID never changed), but by the time it suncad on May 20, iroortStages had already reset theprobability of that stage back to 0. So when bui ldOpportunityData runs, "closedlost" is in lost(I, not won!!The core issue: inportStages always overwrites the DB probability with whatever HubSpot says. Any manual probability customisation in Jiminny getswiped out the next time stages are synoed from HubSpot. Stage 20616 was manually set to 100 but the label says *7. Won (Contract Signed)" while thiHibSoot em omuider da le cloadilost = HibSootte nativa orobability for that is Ouso ft cate racatGuntaAck anuthing (XOLeadont17A0K WITS e...
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PhpStorm
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faVsco.js – console [EU]
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NULL
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87157
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87156
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SlackFileEditViewGoHistoryWindowActivity MonitorAl SlackFileEditViewGoHistoryWindowActivity MonitorAll ProcessesProcess Name% CPUPhpStormkernel_taskreplaydscreenpipeWindowServerlanguage_server_macos_armFirefoxCP Isolated Web Contentlaunchservicesdcoreaudiodcom.apple.Safari.SafeBrowsing.ServiceCursorUlViewService (Not Responding)Activity MonitorbluetoothdFirefoxCP Isolated Web ContentFirefoxWispr FlowFirefoxCP Isolated Web ContentAlfredFirefoxCP Isolated Web ContentSlack Helper (Renderer)ierm2FirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)Notion Helper (Renderer)Karabiner-Core-ServicelogdtrustdControl Centre283,6110,956,125,215,712,28,87,95,7HelpCPU Time4:15:12,2924:01:08,736:38:27,223:48:57,828:05:54,9811:50,2840:43,871:04:15,991:01:38,212,026:01,699:23,6620:56,9252,591:49:50,934:19,0419:58,111:41,2916:53,861:00:19,701:04:57,1113:35,145:39,6725:12,7420:49,4117:08,1815:01,6520:44,28System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp HomeDMsActivityFilesLater..•More+40,10%56,12%3,78%CPUED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messagesEL. Iliyana NetsevaEo Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovRo Steliyan Georgievto Ves% MiraP.. Nikolay Yankov4o James GrahamLukas Kovalik y...::: AppsJira Cloud(alo)100% C8• Thu 28 May 18:26:34Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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PhpStorm
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faVsco.js – console [EU]
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NULL
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87156
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87155
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Alfred Search Field
SlackFileEditViewGoHistoryWind Alfred Search Field
SlackFileEditViewGoHistoryWindowHelpActivity MonitorAll ProcessesProcess Name% CPUCPU TimeThreadsPhpStormkernel_taskreplaydscreenpipeWindowServerlanguage_server_macos_armFirefoxCP Isolated Web Contentlaunchservicesdcoreaudiodcom.apple.Safari.SafeBrowsing.ServiceCursorUlViewService (Not Responding)Activity MonitorbluetoothdFirefoxCP Isolated Web ContentFirefoxWispr FlowFirefoxCP Isolated Web ContentAlfredFirefoxCP Isolated Web ContentSlack Helper (Renderer)ierm2FirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)Notion Helper (Renderer)Karabiner-Core-ServicelogdtrustdControl Centre283,64:15:12,29261119100\A]type team id7,95,75,34,63,53,42,92,82,32,22,12,12,01,81,61,61,21,11,11,11,01:04:15,9971:01:38,212,026:01,699:23,6622551020:56,9252,59111:49:50,9325704:19,04172319:58,111:41,2916:53,8614271:00:19,701:04:57,1122713:35,145:39,67252125:12,7420:49,41201617:08,1815:01,6520:44,286System:User:Idle:CPUMemoryEnelIdle Wake-UpsKp ActivityFilesLater..•More+18,97%39,27%41,76%CPUED→Jiminny ...# + More unreads# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messagesEL. Iliyana NetsevaEo Vasil Vasilev&. Stefka Stoyanovao Stoyan Tomovo Petko KashinskiGalya Dimitrova: Todor Stamatov. Steliyan Georgievto Ves% MiraP.. Nikolay Yankov4o James GrahamLukas Kovalik y...::: AppsJira Cloud(all100% <78• Thu 28 May 18:26:32Describe what you are looking forlliyana Netseva• Messagest Add canvas+nyand ivetseva SUeriMiAIma li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя към кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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Alfred
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Alfred
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NULL
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87155
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87154
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Alfred Search Field
rnpstomViewFv faVsco.|s= env.l Alfred Search Field
rnpstomViewFv faVsco.|s= env.locall=.env.migrate=enw.nikilocal2.env.other.env.production.env.production-eu=.env.ga=.env.ga=.[EMAIL] dcldenendency.chacker.cogdew.isorEids.tyin ection ison distMEINSTAlmeMIINTERNAI WERHOOK SSTUD majiminny_storageMulicençac mallMMakerepackage-lock.isonphpstan.neon.distphostan-baseline.necc<>phpunit.xmlT% raw.sal.query.saMNORAnNGMAsonar-proiect propertiesEtest.ov<Untiled Diagram.xmiis wetur.confialMILCOUAAY CITEONE MMOIRURUTAT> ih External Librariesv E° Scratches and Consolesv_ Database consoledconsole istiADFAL RISKS (FUNAEU CEUTCoocWindowAdtwtycontroller.pngUmacurayscrict.on© RecordSelector.phg© CrmEntityRepository.phgclass servace excenos baseservace aolesencspubuzc tunccionanporisraces tarray suypes a nult, istrano sissandscagenane & nulu. escadeoow-thlnasned->where('type', Stage::TYPE_OPPORTUNITY)->get-akeyoy cra_provcer.rogforeach (Sp("stages"" as SdealStage)Kesoonschorahbt..nondturesrodttorbecarawelorcoe DexenosdurSexistingStage = SexistingStages-›get(Ssf'id'))I Restore soft-deleted stages that are now active sin HubSpotif (SexistingStage?->trashedO) 66 Ssf'active'))I/ Vosert stage (updates soft-deleted records without restoning then)Sstage = Sthis->conf_g-›stages@->withTrashed@->update0rCneatecf"teansid=> Sthis-sreano>oth: 50),"tune•eaauenes'is_selectablennahahst=> Stage: :TYPE_OPPORTUNITY,=> Ss['displayürder"),=> Ss['active"),=> Ss["probability") * 100if (SnissingStageName === $s["id')) &SnissingStage = $stage:Sstages() = Sstage->id:SbusinessProcess-›stages()-›svnc(Sstages)465)reumsoissnosraoe*oinhertdod473 0>publte funatzion syncûrganizatsionO= vosd!...?Inu co woy to.zois+0.A console (PRODD8.00€C) Salesforce/Service.phgA console (EU) X iin users (EU# console [STAGING - 17001708I173-171417221723- 17211I11Oo liminny v031 49 A28 V3 У 108 A 1SeLen ossNct usid, urenal, u,nae, u,softohone nunber cul ma,sid as sas countFROM users UBNNER Ow actowiies a eosiin: oN usid e arusenWHERE a.type LIKEAND a.created_at › DATE_SUBCNOWO), INTERVAL 38 DAY.GROUP BY u.id, u.enail, u.nane, u.softphone_numbernonse Ry eme caunt isshSELECT DISTINCT u.id, u.enail, u.name, u.team_id, t.nane as team_namet.twilio_sns_sid, t.twilzo_messaging.sioFROM users uINNER JOIN teams t (1.n<->1: ON U.tean_id = t.idWHERE (t.twiliosms sid IS NOT NULL OR t.twilio messaging sid IS NOT NULL)AND V.status = 1ORDER BY t.name, u.enail;=SELECT * FROM teans WHERE nane LIKE "%Tourlane%"; # 187, 209, 8150, [EMAIL],1d, CASE WHEN u,id = thouner id THEN * (ouner)' ELSE ** END) AS user$1dsa.*,thownen id FROM social accounts seJOTM usens u on u.sid = sa,sociable ioeke uemueonosrorowerenonselect * from acrivutes where d = 312643676select * from contacts nhere 1o= 0331639id = 4156632;select * rom onnontunies where o = 48436781# "staoe $d" = 13273)'activittes" 'uodated at* = 2826-65-22 67:16-17 whenelvccount 10 - 415632, Con-a2 10 - 6351639, "opportunityselect * from text relays where created at > *2826-85-81':select * from activities order by id desc:select * from users where nane like 'Subrax"1770mSELECT + GOOM Annontunitioe WHEDE mudd to biote@toonken.2n99.4167.0090.2000h28006901Tselect * from teans where id = 555:colont e fran otanoo chono toon Bal e 666.=1m25Cascadeles Orcnnworeebeionhnves dohtine @oDorPitocotatoe nhcoo..orobabiity" s Moar catal setadata"orobabto tyhThis s the root causeHere's the full explanation:Root eause: moor Staces overwntes DB orobabilty with Huospot's vallueThe flow is1. Someone manually changed stage 20616's probability in the Jiminny DB to 100.00 on 2826-45-44 . The stage crn provider 1d: "closedtost" isHubSpot's standard "Closed Lost" stage which natively has probability ® in HubSpot.2. ImportStages() runs (during any pipeline/stage sync), It callsService.php:445-454Sstage = Sthis->config-ostages()-withTrashed()->update0rCreate(l"crm_provider_1d a 55l-10"JPebbsitencetorosbliew'113. sattorobabsKtu"1 comas from RestonscNorentaer.roms WrebenlStaoeResoonseNormnlxn.cho.68"orobability" a (4loat) (Saataf"retadata"|("orobabfUitv'122 1.HubSpot returns netadata.probability = e for closedlost. So $s['probability") * 100 • 0. This resets stage 20616's probability back to 0 in tho4. Now getClosedDealStaces() outs "closedlost" into lostll (orobability 0), not woni5. The deal syncs → is_von = false, is_closed = truetha connonss of muonte.DateMay 4After May 4Stace 20616 probability manually changed to 100 in Jiminny DRmortStanes () runr → resetr staae 20616 probability back to 0 (frem HubSpot)May 20Dral synos → *closedlost» is in lostll (orob=0) = ts won = falarThe opportunitye atane ta in etill 20616 (the stage record ID never changed), but by the time it suncad on May 20, iroortStages had already reset theprobability of that stage back to 0. So when buf ldOpportunityData runs, "closedlost" is in lost(I, not von!!The core issue: inportStages always overwrites the DB probability with whatever HubSpot says. Any manual probability customisation in Jiminny getswiped out the next time stages are synoed from HubSpot. Stage 20616 was manually set to 100 but the label says "7. Won (Contract Signed)" while theHibSoot em omuidar ta le clostilost = HibSootts nativn orobabilitu for that ie Ouco it cate racanGuntaAsk anvthing (XoLeadont17220LITE...
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Alfred
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Alfred
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NULL
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87154
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87153
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100
rnpstomViewFv faVsco.|s= env.locall=.env.migra 100
rnpstomViewFv faVsco.|s= env.locall=.env.migrate=enw.nikilocal2.env.other.env.production.env.production-eu=.env.ga=.env.ga=.[EMAIL] dcldenendency.chacker.cogdew.isorEids.tyin ection ison distMEINSTAlmeMIINTERNAI WERHOOK SSTUD majiminny_storageMulicençac mallMMakerepackage-lock.isonphpstan.neon.distphostan-baseline.necc<>phpunit.xmlT% raw.sal.query.saMNORAnNGMAsonar-proiect propertiesEtest.ov<Untiled Diagram.xmiis wetur.confialMILCOUAAY CITEONE MMOIRURUTAT> ih External Librariesv E° Scratches and Consolesv_ Database consoledconsole istiADFAL RISKS (FUNAEU CEUTCoocWindowAdtwtycontroller.pngUmacurayscrict.on© RecordSelector.phg© CrmEntityRepository.phgclass servace excenos baseservace aolesencspubuzc tunccionanporisraces tarray suypes a nult, istrano sissandscagenane & nulu. escadeoow-thlnasned->where('type', Stage::TYPE_OPPORTUNITY)->get-akeyoy cra_provcer.rogforeach (Sp("stages"" as SdealStage)Kesoonschorahbt..nondturesrodttorbecarawelorcoe DexenosdurSexistingStage = SexistingStages-›get(Ssf'id'))I Restore soft-deleted stages that are now active sin HubSpotif (SexistingStage?->trashedO) 66 Ssf'active'))I/ Vosert stage (updates soft-deleted records without restoning then)Sstage = Sthis->conf_g-›stages@->withTrashed@->update0rCneatecf"teansid=> Sthis-sreano>oth: 50),"tune•eaauenes'is_selectablennahahst=> Stage: :TYPE_OPPORTUNITY,=> Ss['displayürder"),=> Ss['active"),=> Ss["probability") * 100if (SnissingStageName === $s["id')) &SnissingStage = $stage:Sstages() = Sstage->id:SbusinessProcess-›stages()-›svnc(Sstages)465)reumsoissnosraoe*oinhertdod473 0>publte funatzion syncûrganizatsionO= vosd!...?Thu 28 May 18:26:30+0.A console (PRODD8.00€C) Salesforce/Service.phgA console (EU) X iin users (EU# console [STAGING - 17001708I173-171417221723- 17211I11Oo liminny v031 49 A28 V3 У 108 A 1SeLen ossNct usid, urenal, u,nae, u,softohone nunber cul ma,sid as sas countFROM users UBNNER Ow actowiies a eosiin: oN usid e arusenWHERE a.type LIKEAND a.created_at › DATE_SUBCNOWO), INTERVAL 38 DAY.GROUP BY u.id, u.enail, u.nane, u.softphone_numbernonse Ry eme caunt isshSELECT DISTINCT u.id, u.enail, u.name, u.team_id, t.nane as team_namet.twilio_sns_sid, t.twilzo_messaging.sioFROM users uINNER JOIN teams t (1.n<->1: ON U.tean_id = t.idWHERE (t.twiliosms sid IS NOT NULL OR t.twilio messaging sid IS NOT NULL)AND V.status = 1ORDER BY t.name, u.enail;=SELECT * FROM teans WHERE nane LIKE "%Tourlane%"; # 187, 209, 8150, [EMAIL],1d, CASE WHEN u,id = thouner id THEN * (ouner)' ELSE ** END) AS user$1dsa.*,thownen id FROM social accounts seJOTM usens u on u.sid = sa,sociable ioeke uemueonosrorowerenonselect * from acrivutes where d = 312643676select * from contacts nhere 1o= 0331639id = 4156632;select * rom onnontunies where o = 48436781# "staoe $d" = 13273)'activittes" 'uodated at* = 2826-65-22 67:16-17 whenelvccount 10 - 415632, Con-a- 10 - 6351639, "opportunityselect * from text relays where created at > *2826-85-81':select * from activities order by id desc:select * from users where nane like 'Subrax"1770mSELECT + GOOM Annontunitioe WHEDE mudd to biote@toonken.2n99.4167.0090.2000h28006901Tselect * from teans where id = 555:colont e fran otanoo chono toon Bal e 666.=1m25Cascadeles Orcnnworeeoionhnves dohtine @oDorPitocotatoe nhcoo..orobabiity" s Moar catal setadata"orobabto tyhThis s the root causeHere's the full explanation:Root eause: moor Staces overwntes DB orobabilty with Huospot's vallueThe flow is1. Someone manually changed stage 20616's probability in the Jiminny DB to 100.00 on 2826-45-44 . The stage crn provider 1d: "closedtost" isHubSpot's standard "Closed Lost" stage which natively has probability ® in HubSpot.2. ImportStages() runs (during any pipeline/stage sync), It callsService.php:445-454Sstage = Sthis->config-ostages()-withTrashed()->update0rCreate(l"crm_provider_1d a 55l-10"JPebbsitencetorosbliew'113. sattorobabsKtu"1 comas from RestonscNorentaer.roms WrebenlStaoeResoonseNormnlxn.cho.68"orobability" a (4loat) (Saataf"retadata"|("orobabfUitv'122 1.HubSpot returns netadata.probability = e for closedlost. So $s['probability") * 100 • 0. This resets stage 20616's probability back to 0 in tho4. Now getClosedDealStaces() outs "closedlost" into lostll (orobability 0), not woni5. The deal syncs → is_von = false, is_closed = truetha connonss of muonte.DateMay 4After May 4Stace 20616 probability manually changed to 100 in Jiminny DRmortStanes () runr → resetr staae 20616 probability back to 0 (frem HubSpot)May 20Dral synos → *closedlost» is in lostll (orob=0) = ts won = falarThe opportunitye atane ta in etill 20616 (the stage record ID never changed), but by the time it suncad on May 20, iroortStages had already reset theprobability of that stage back to 0. So when buf ldOpportunityData runs, "closedlost" is in lost(I, not von!!The core issue: inportStages always overwrites the DB probability with whatever HubSpot says. Any manual probability customisation in Jiminny getswiped out the next time stages are synoed from HubSpot. Stage 20616 was manually set to 100 but the label says "7. Won (Contract Signed)" while theHibSoot em omuidar ta le clostilost = HibSootts nativn orobabilitu for that ie Ouco it cate racanGuntaAsk anvthing (XoLeadont17220LITE...
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Alfred
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Alfred
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NULL
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87153
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87152
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100
1AlSlackFileEditViewGoHistoryActivity MonitorA 100
1AlSlackFileEditViewGoHistoryActivity MonitorAll ProcessesProcess NamePhpStormkernel_taskreplaydscreenpipeWindowServerlanguage_server_macos_armFirefoxCP Isolated Web Contentcoreaudiodcef_server Helper (Renderer)cef__serverClaudebluetoothdFirefoxActivity MonitorFirefoxCP Isolated Web ContentSlackFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr FlowWispr FlowiTerm2cef_server Helper (GPU)Wispr Flow Helper (Renderer)Karabiner-Core-ServiceFirefoxCP Isolated Web ContentSlack Helper (Renderer)logdControl CentreWindow% CPU205,214"1A.6,24,63,93,73,73,13,12,42,32,12,02,01,91,91,71,61,51,31,31,31,2HelpCPU Time4:14:57,18Threads262type team id1:01:37,909:38,084:20,3929:36,2020:56,741:49:50,789:23,4852,4413:56,6616:53,7519:57,991:36,594:18,921:04:57,028:26,225:39,5920:49,354:39,901:00:19,5917:08,1220:44,23System:User:Idle: CPUMemoryEnelIdle Wake-Ups575Kp ActivityFilesLater..•More+22,16%22,65%55,20%CPUED→Jiminny ...# + More unreads# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messagesEL. Iliyana NetsevaEo Vasil Vasilev&. Stefka Stoyanovao Stoyan Tomovo Petko KashinskiGalya Dimitrova: Todor Stamatov&. Steliyan Georgievto Ves% MiraP.. Nikolay Yankov4o James GrahamLukas Kovalik y...::: AppsJira Cloud(all100% <78• Thu 28 May 18:26:29Describe what you are looking forlliyana Netseva• Messagest Add canvas+nyand ivetseva sus riMiAIma li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя към кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use HubSpot\Client\Crm\Owners\Model\PublicOwner;
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 tr...
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rapstomCoocWindowFV faVsco.s ~#12121 on JY-20963-f rapstomCoocWindowFV faVsco.s ~#12121 on JY-20963-fx-l© MatchActivityCrmData.php=custom.loglaravel.lodA SF jiminny@localhostHSJocal [EMAIL]© RecordSelector.phgO ActMily prA console (PRODasaasforce/Service.oniA console (EU) X uin users (EU# console [STAGINGaccoun.syncstratcoaccions-conac.syncstra.com© CrmEntityRepository.phgDe00tTc Autowpiiwarouodvclass servace excenos baseservace aolesencs47 A149 X1 Y33 21 A v 165pubuzc tunccionanportstagestrarray scypes & nutt, estring saissangstagenane = nucu): eocagea Fields->w-thlnasned—1698169%v h Journa->where('type', Stage::TYPE_OPPORTUNITY)c) Hubsoo Client Predent->getoHubsootdealWephook-экeyоу crn_provzoerezoghC) Hubsooroumalaoe© Hubspot.JournalPolng:O Huosod" weonddctoforeach (Sp""stages"" as SdealStage)1696Kesoonschoraht..nondturesrodttorbec1691© Journa ApiResuit.phpHoura Ratchsnetmt1698aravhorcoe Dexenosdor169%CHoura FwenttransoSexistingStage = SexistingStages-›get(Ssf'id'))- 1700MMetadatalOpportunitySyncStrategyPagination// Restore soft-deleted stages that are now active in HubSpotif (SexistingStage?->trashedd) 66 Ssf'active'))D ProspectSearchStrategyIm Radis=178317841705D ServiceTraitseooortunysyncllerer© SyncCrmEntitiesTrait.pI/ Vosert stage (updates soft-deleted records without restoning then)Sstage = Sthis->conf_g-›stages@->withTrashed@->update0rCneatecf— 17811788©SyncFieldsTrait.pho©WriteCrmTrait.phoSMlie"teansid=> Sthis-sreano>o> Webhook1: 50).© BatchSvncCollector.ohc©) BatchSvncRedisService.of© Client.ohdc) eosed bealstadesservice© DealFieldsService.oho"tune=> Stage: :TYPE_OPPORTUNITY,•eaauenes=> Ss['displayürder"),'is_selectable=> Ss['active"),nnahahst=> Ss["probability") * 180C) DecorateActimiy.chd1|171211713=174-121417171718c) Field Detinitions. choc) Fleldtvoeconverter [EMAIL] (SnissingStageName === $s["id')) &SnissingStage = $stage:C) HubsoorToken Manager.ofc) Pavload Bullder choC) Remoteermoc ectVan oull# ResnonseNormalize ohoCCamce ood© SyncFieldAction.php© SyncRelatedActivityManas© WebhookSyncBatchProcemlataaratiooto.mlethoareIM MotadotsM Miaration>@ PipedriveM Salodtore.IMsode>@ OpportunitvMatchenSstages() = Sstage->id:SbusinessProcess-›stages()-›svnc(Sstages)reumsoissnosraoe469*oinhertdod473 0>publte funatzion svncûrganizattion@= vosd!...?wcom mit to orainAYotarketne modttedwtw:twwiews.outreonaettodaw Ray1723II!•1723- 1721Oojiminny031 A9 A28 У 3 У 108 ^SELECT DISTINCT u.id, u.enail, u.name. u.softohonc-number. COUNT(a,id) as sns countFROM users uINNER JOIN aCvIReS a1<->1.n: ON u.id = a.user.idWHERE a.type LIKE "snsXAND a,created at > DATE SUB(NOWO). INTERVAL 30 DAY)GROUP BY u.id, u.enail, u.nane, u.softphone_numberoRoER dysnscount EseSFLECT DISTINCT u.id. urenail, u.nane. matean id. tunane as tean nanpt.twilio_sms_sid, t.twilio_messaging_sigFroh users uINNER JOIN teans t (1.n<->1: ON U.tean_id = t.idWHERE (t.twilio_sms_sid IS NOT NULL OR t.twilio_nessaging_sid IS NOT NULL)AND U.status = 1ORDER BY t.name, u.enail;SELECT * FROM teams WHERE nane LIKE '%Tourlane%"; # 187, 209, 8150, salesforce-adnin@tSELECTCONCAT(u.id, CASE WHEN u.1d = t.ouner id THEN " (ouner)' ELSE ** END) AS useridv.emailsa.*t.ownerid FROM social, accounts saJOIN users u on u.id = sa.sociable.ioJOIN teams t 1..n<->1: on toid = u.tean ioWHERE v.team_id = 187 and sa.provider = 'salesfonce':110I1select **romwhere id = 6331639:select * from accounts where id = 4156632;select * from opportunities where id = 4843610:"accountid' = 4156632.contact10 8 6354639 opportuntty# 'stage_id' = 13273'activities' 'uodated at' = 2826-85-22 07:16:17 wherdd=3w4select * from text relavs where created at > *2826-85-91*=cAlect * mm acrutes onden nu deseecallee * maliicang nhene nane uke 1cthoa,annontunse whees wudthwatnhornoc.telt-oarb.2haahy8ecs.ormtoane nhene 40 = 555:whans toas fd= 555.TO0У L7Inu co moy toizoicServiceTest+0.Cascadeles Orcnnworeeoeionhnves dohtine OooondNow look at Responsdvorma Lize: :noma lizcoea IStageprobability = (Tloat) (Soata "netadata""probability 771.This is the root causeHere's the full explanationRoot Cause: importStages overwrites DB probability with HubSpot's valuetthe fows1.Someone manun.y chanced staoe 20616%s probabtity in the Jim nny DB to 109,00 on 2226-95-84 ,1hê sữoe cm prowider id: "Closodlost" isenortdsadle nnelete tayodeinalenes evneltcalle"Sandce nhortak.agdSstage = Sthis-scontig-ostages()-withTrashed(-supdate0rCreate(l3. ss["probability") comes from ResponseNoreal/ze::normalizedealStage0 ResponsaNormalizo.cho.6d"orobabflity" a (f1oat) (Cdatal"eetadata" |["orobabfWty'1 22 0.HubSoot returns Fetrdhtkerobnbs Kituea for elosedlost. So ksftorobab/ Kitusle 100a0l. This resets sthae 20616*s probability back to 0 in the4. Now getClosedDealStages() puts "closedlost" into lost(] (probability 0), not won(]!5. The desl suncs + wd atnkke. Iis closed e treThe sacuencs of euente.DateMay 4After May 4Stage 20616 probabillty manually changed to 100 in Jiminny DESncortStaoes () runs → resets stage 20616 probability back to 0 (frcm HubScot)May 20Deal syncs → "closedlost* is in lost(l (probz0) → is won a falseThe ooportunity's stace.1d is still 20616 (the stage record ID never changed), but by the time it synced on May 20, tnoortStaoes had already reset theorobabitt of that aaoa bock to 0. Co wono buf Iddoooctunf tuhata mine anlochilact jein lachtlllinot aathlThe core issue: ecortStaces alwavs overwrites the DB probabiity with whatever HubSpot says. Any manual probability customisation in .Jiminny getswiped out the next time stages are synced from HubSpot. Stage 20616 was manually set to 100 but the label says *7. Won (Contract Signed)" while theHubSoot em arouider fak closcalost = HubSoot's native probabllity for that in O,coft cete recctAt anthientua"eooh$ AdhotsN Wodtur Teams A54:80 UTE-R Ai/A enod...
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IAlSlackFileEditViewGoHistoryWindowHelpActivity Mo IAlSlackFileEditViewGoHistoryWindowHelpActivity MonitorAll ProcessesProcess Name% CPUCPU TimePhpStormkernel_taskreplaydWindowServerscreenpipeFirefoxCP Isolated Web ContentcoreaudiodFirefoxCP Isolated Web ContentbluetoothdActivity MonitorFirefoxCP Isolated Web ContentlaunchservicesdFirefoxFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr FlowClaudeFirefoxCP Isolated Web Contentlanguage_server_macos_armFirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)iTerm2cef_server Helper (Renderer)Karabiner-Core-Servicecef_server Helper (GPU)Slack Helper (Renderer)smdNotion Helper (Renderer)125,94:14:46,2483,056,315,611,324:00:55,216:38:21,658:05:52,223:48:54,2040:42,901:01:37,5719:57,8920:56,549:23,3125:31,411:04:15,551:49:50,6132:23,1616:53,644:18,8229:36,0152,3111:48,1743:47,415:39,511:04:56,929:37,8420:49,278:26,131:00:19,5211:21,1525:12,62System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp HomeDMsActivityFilesLater..•More+24,90%26,53%48,58%CPUED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messagesEL. Iliyana NetsevaEo Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovRo Steliyan Georgievto Ves% MiraP. Nikolay Yankovdo James GrahamE Lukas Kovalik y...::: AppsJira Cloud(alo)100% C8• Thu 28 May 18:26:22Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use HubSpot\Client\Crm\Owners\Model\PublicOwner;
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 tr...
|
PhpStorm
|
faVsco.js – Hubspot/Service.php
|
NULL
|
87148
|
|
87147
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use HubSpot\Client\Crm\Owners\Model\PublicOwner;
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 tr...
|
PhpStorm
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faVsco.js – Hubspot/Service.php
|
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|
87147
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|
87146
|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use HubSpot\Client\Crm\Owners\Model\PublicOwner;
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 tr...
|
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faVsco.js – Hubspot/Service.php
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|
87146
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|
87145
|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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faVsco.js – Hubspot/Service.php
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use HubSpot\Client\Crm\Owners\Model\PublicOwner;
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 tr...
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faVsco.js – Hubspot/Service.php
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87143
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IAISlackFileEditViewGoHistoryWindowActivity Monito IAISlackFileEditViewGoHistoryWindowActivity MonitorAll ProcessesProcess Name% CPUPhpStormkernel_taskreplaydWindowServerscreenpipecef_server Helper (Renderer)FirefoxCP Isolated Web ContentClaudecoreaudiodFirefoxCP Isolated Web Contentlanguage_server_macos_armbluetoothdlaunchservicesdActivity Monitorio.kandji.KandjiAgent.ESF-ExtensionSlackiTerm2FirefoxFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr FlowlogdKarabiner-Core-ServiceNotion Helper (Renderer)Wispr Flow Helper (Renderer)Control CentreauditdSlack Helper (Renderer)249,1129,653,444,731,010,79,96,26,15,14,34,03,93,62,52,32,32,32,12,01,81,61,61,51,51,31,21,1HelpCPU Time4:13:18,9223:59:44,916:37:49,388:05:35,783:48:42,439:36,8040:37,7829:34,351:01:34,2043:41,1711:46,0720:54,331:04:13,489:21,3532:01,5713:55,961:04:55,801:49:48,4851,0216:52,344:17,6817:07,3320:48,5225:11,965:38,6220:43,499:04,621:00:17,40System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp HomeDMsActivityFilesLater..•More+44,83%54,23%0,93%CPUED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messages(L. Iliyana Netseva€o Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovRo Steliyan Georgievto Ves% MiraP.. Nikolay Yankovdo James GrahamE Lukas Kovalik y...::: AppsJira Cloud(alo)100% C8• Thu 28 May 18:25:26Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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PhpStorm
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faVsco.js – Hubspot/Service.php
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rapstomCoocWindowFV faVsco.|s ~#12121 on JY-20963- rapstomCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-imaccoun.syncstratcoaccions-conac.syncstra.coma Fieldsh Journalc) Hubsoo Client PredentHubsootdealWethookC) Hubsooroumalaoe© HubsnotloumalPolnat© Service Test.php=custom.loglaravel.lodA SF [EMAIL].one10.02 22 Vod4.00.20O Huosod" weonddcto© Journa ApiResuit.phpHoura Ratchsnetmtoronow19.03.18 GrahamCHourna FwenttransMMetadatalOpportunitySyncStrategyPaginationD ProspectSearchStrategyTm RadisD ServiceTraits©OpportunitySyncTrait.p© SyncCrmEntitiesTrait.p©SyncFieldsTrait.pho©WriteCrmTrait.pho>D Utils> Webhookoonlensunceocoron©) BatchSvncRedisService.of204 18oiahanGrahamusao olanat2.04.18Grahamox8 Graham19.03.18 Graham204.18Graham19.03,18 Graham9oxh8 Graham19.03.18 Graham9okh8 Graham19.03,18 Graham75.0678 Graham75.0688 Grsham© Client.ohdc) eosed bealstadesservice© DealFieldsService.oho14.08.24 VasilevC) DecorateActiviiv choc) Field Detinitions. cho25.06.18 Grahamc) Fleldtvoeconverter onoHuosootclientintertace.ohC) HubsoorToken Manager.ofc) Pavload Bullder choC) Remoteermoc ectVan oull20124tonie minh25.06.18 Graham25.00 10 Graham10A24 Kouap# ResnonseNormalize ohoCCamce ood(@ SwcfieldAction nhon0 0426 lvano"tnedAKouaplcsuncralteeiinn© WebhookSyncBatchProcemlataaratioono29.04.26 IvanomlletnoareIM MotadotsM Miaratian>@ PipedriveM Salnetorro› FieldseT04s wanoh># OpportunityMatcherwcom mit to orainAYotarketne modtted© RecordSelector.phg© Activity.phoA console (PRODC) Salesforce/Service.phgA console (EU) X uin users (EU# console [STAGINGOpportunitySyncTrait.php© CrmEntityRepository.phgD60000Tc Autowclass servace excends baseservace anolenencs47 A149 X1 Y33 21 A v 165Oojiminny031 A9 A28 У 3 У 108 ^pubuzc tunccion aponscades carray suyoes e nuue?string SnissingStageNane-169644845045452454488Ctty lwew ou teoueet today lhaytean_1d"=> Sthis->team->id=> mb_strinwidth(ssl"Label"), stare 8, widthc : 1692'label"Cype=> Stage::TYPE_OPPORTUNITY=> $s['display0rder'),"is_selectable' => $s['active').proososeroy=> $s['probability') * 169,D):if (SnissingStageNane === Ss("id')4sonesotesodt=120.=1783stocrstdsatee%onSbus inessProcess-›stages()->sync(Sstages)1789return oissingstage.* Binhenitdopublic function syncorganization(): void(...)*inhen.oe* Othrons CrmExceptionpublic function syncProfiles(?User SuserToSearch = null): ?Profilet....II!•1723Tusageprivate function handle0unersApiException(\HubSpot\CLient\Crn\0wners\ApiExcep.mpnivate function panseResponseBody(2string SrawBody): Parravi...}onivate functiion 1ogPernissiionError(array SloqContext): void...}onivate functaion processinnerdSELECT DISTINCT u.id, u.enail, u.name. u.softohone-number. COUNT(a,id) as sns countFROM users uINNER JOIN actávities a 1<->1.n: ON u.id = a.useridAND a,created at > DATE SUB(NOWO). INTERVAL 30 DAY)GROUP BY u.id, u.enail, u.nane, u.softphone_numberORDER BY sns count nEscseerisisuie md mrenare urnane, I.rearor "enane as tear nareFRil wsens. miINNER JOIN teans t (1.n<->1: ON U.tean_id = t.idWHERE (t.twilio_sms_sid IS NOT NULL OR t.twilio_nessaging_sid IS NOT NULL)OROFR RY +.nanp, MrenasneSELECT * FROM teams WHERE nane LIKE '%Tounlane%'; # 187, 289, 8158, salesforce-adnin@tSFLECTCONCAT(u.id, CASE WHEN u.1d = t.ouner id THEN " (ouner)' ELSE ** END) AS useridsa.*t.ownerid FROM social, accounts saJOIN users u on u.id =sa.sociable.ioJOTN toans t 1.n<->1: on tuid = u.tean.icWHERE u.team_id = 187 and sa.provider = 'salesforce':110I1Alet tane wiiudid hard 74472select *+romcontacts where id= 6331639:select * from accounts where id = 4156632;select * from opportunities where id = 4843610:# update 'activities' set 'accountid' = 4156632.contact1d 8 6351639 opportunty# 'stage_id' = 13273actuites uodared. ar 8 7826-15-2 87:16417 where 1d 8372aselect * from text relavs where created at > *2826-85-91*=select + fron activities onden bu ia desc!select * fron uisens shene nane 13ke IXSubrakt,onnontunstses WHERE mnsd to bsofipla0cfad-2087-4157-0470-2998h786668d1Tcelert * foon thane shene $d = 5651colact * foom ctaane nhons toas d = 555.TO0У L7Thu 28 May 18:25:26ServiceTest+0.Cascadeles Orcnnworeeoeionhnves dohtine OooondNow look at Responsdlorma Lize: :noma Lizcoea LStageprobability = (Tlost) (Sosta "metadata"probsbility 77 1).This is the root causeHere's the full explanationRoot Cause: importStages overwrites DB probability with HubSpot's valuetthe fows1.Someone manun.y chanced staoe 20616%s probabtity in the Jim nny DB to 109,00 on 2226-95-84 ,1hê sữoe cm prowider id: "Closodlost" isenortdsadle nnelete tayodeinalenes evneltcalle"Sandce nhortak.agdSstage = Sthis-scontig-ostages()-withTrashed(-supdate0rCreate(l3. ss["probability") comes from ResponseNoreal/ze::normalizedealStage0 ResponsaNormalizo.cho.6d"orobabflity" a (f1oat) (Cdatal"eetadata" |["orobabfWty'1 22 0.HubSoot returns Fetrdhtkerobnbs Kituea for elosedlost. So ksftorobab/ Kitusle 100a0l. This resets sthae 20616*s probability back to 0 in the4. Now getClosedDealStages() puts "closedlost" into lost(] (probability 0), not won(]!5. The desl suncs + wd atnkke. Iis closed e treThe sacuencs of euente.DateMay 4After May 4Stage 20616 probabillty manually changed to 100 in Jiminny DESncortStaoes () runs → resets stage 20616 probability back to 0 (frcm HubScot)May 20Deal syncs → "closedlost* is in lost(l (probz0) → is won a falseThe ooportunity's stace.1d is still 20616 (the stage record ID never changed), but by the time it synced on May 20, tnoortStaoes had already reset theorobabitt of that aaoa bock to 0. Co wono buf Iddoooctunf tuhata mine anlochilact jein lachtlllinot aathlThe core issue: ecortStaces alwavs overwrites the DB probabiity with whatever HubSpot says. Any manual probability customisation in .Jiminny getswiped out the next time stages are synced from HubSpot. Stage 20616 was manually set to 100 but the label says *7. Won (Contract Signed)" while theHubSoot em arouider fak closcalost = HubSoot's native probabllity for that in O,coft cete recctAt anthientua$ AdhotsN Wodtur Teams A54:80 UTE-R Ai/A enod...
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faVsco.js – Hubspot/Service.php
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SlackFileEditViewGoHistoryWindowActivity MonitorAl SlackFileEditViewGoHistoryWindowActivity MonitorAll ProcessesProcess Name% CPUPhpStormkernel_taskreplaydWindowServerscreenpipecef_server Helper (Renderer)FirefoxCP Isolated Web ContentClaudecoreaudiodFirefoxCP Isolated Web Contentlanguage_server_macos_armbluetoothdlaunchservicesdActivity Monitorio.kandji.KandjiAgent.ESF-ExtensionSlackiTerm2FirefoxFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr FlowlogdKarabiner-Core-ServiceNotion Helper (Renderer)Wispr Flow Helper (Renderer)Control CentreauditdSlack Helper (Renderer)249,1129,653,444,731,010,79,96,26,15,14,34,03,93,62,52,32,32,32,12,01,81,61,61,51,51,31,21,1HelpCPU Time4:13:18,9223:59:44,916:37:49,388:05:35,783:48:42,439:36,8040:37,7829:34,351:01:34,2043:41,1711:46,0720:54,331:04:13,489:21,3532:01,5713:55,961:04:55,801:49:48,4851,0216:52,344:17,6817:07,3320:48,5225:11,965:38,6220:43,499:04,621:00:17,40System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp HomeDMsActivityFilesLater..•More+43,41%55,64%0,95%CPUED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messages(L. Iliyana Netseva€o Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovRo Steliyan GeorgievLo Ves% MiraP.. Nikolay Yankovdo James GrahamE Lukas Kovalik y...::: AppsJira Cloud(alo)100% C8• Thu 28 May 18:25:24Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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faVsco.js – Hubspot/Service.php
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rapstomCoocFV faVsco.|s ~#12121 on JY-20963-fx-lPr rapstomCoocFV faVsco.|s ~#12121 on JY-20963-fx-lProinet vaccoun.syncstratcoUmacurayscrict.onaccions-conac.syncstra.com1002 22 Mo.a Fieldsv la Journa4.0o.20 Wanfoc) Hubsoo Client creder4.05.26HubsootdealweohookC) Hubsooroumalaoe© HubsnotloumalPolnatO Huosod" weonddcto© Journa ApiResuit.phporonowaus.lo oirahinCHoura FwenttransolMetadatoiahanOpportunitySyncStrategy20418GrahamPaginationD ProspectSearchStrateg)M Redisusao olanat2.04.18GrahamD ServiceTraits©OpportunitySyncTrait.p© SyncCrmEntitiesTrait.p©SyncFieldsTrait.phoA WétoCmmTeit ohoox8 Graham19.03.18 Graham2048 Graham19.03,18 Graham9oxh8 GrahamLosal chandes448450451452454458oeoodireencke minoveonedemandeonsoleC. Text or nash"ecBranchy User y Date y Pathsvdranche:JY-19263 normalize Hubspot pipeline response dataAdd coverace to teamsUse overloadingRemowe poneaJy-18908 Fix testsWindowTO0У L7o inu co moy toizoicServiceTest+0.CSamviceTeston=custom.loglaravei.io"A SF jiminny@localhostHSJocal jiminny@blocalhost© RecordSelector.phgC ACEMiY.prA console (PRODaswasforce/Service.oni© CrmEntityRepository.phgclass servace excenos baseservace anolemens87 8149 Y1Y3321 AMpubuzc tunccion aporscades carray suyoes & nuue estrane sazssanoscadendnentean_1d"=> Sthis->team->id1719=> mb_strinwidth(Ss["label"), start 8,wonh H172e'Label=> mb_strinwidth(Ss["label'), start 8,=> Stage::TYPE_OPPORTUNITY=> $s['display0rder'),1723"is_selectable' => $s['active').proososeroy=> $s["probability') * 108if (SnissingStageNane === Ss('id') 4sonesotesodtstocrstdsatee%onSousynessProcess-ystaces@=sync.stagesoA console (EU) X uin users (EU# console [STAGINGTCAUTO NOo liminny v031 A9 A28 У 3 У 108 ^select * from activities where 10 = 31264367:select * from contacts where 1d = 6351639;select * from accounts where 1d = 4156632;select * from opportunities where 1d = 4843618;# update 'activities"account_id" = 4156632concoceazo = 05510sy, opporcunee•'stage_id" = 13273actkvsthes" "undated at" = 2026-95.22 97-16-17 whene "Kd- =745select * from text_relays where created_at > *2826-85-01':select * from activities order by id descselect * from usens where nane Like "*Subrak"SELECT * FROM opportunities WHERE vuid_to_bin('84a9cfad-2c87-4453-9e72-28aeb78ccf8d*Э*Seleern sades anerohats39meesdales Orcnnworeeoeionhnves ohtine oDonNow look at Responsdvorma Lize: :noma lizcoea IStageprobability = (Tloat) (Soata "netadata""probability 77 1.This is the root causeHere's the full explanationRoo, cause: moor sraces overwnies Do probibllny with Hubspo"s valuetthe fows1.Someone manuslly chanoed staoe 20616's probaotity in the Jiminny DB to 109,00 on 2226-95-84 The staoe em prowider td: "Closadlost"snortd aadle nnelete tavodinalesd evnelrcalleSandce nhortak.ngSstage = Sthis-scontig-ostages()-withTrashed(-supdate0rCreate(l+ < Code § AdaptiveNikolay Nikolov"James*James•lamosNikolay YankovDE6OC3.10.25,7:502.10.25, 18:433X1075 3r0k2102511.593.10.25. 11:523.10.25, 11:47vawservicesem/Htocoo.7od#) ResnonseNormalize.ohoc) Senice nhoJY-19263 | norealize Hubspot response data classNathina ta chautywiew oul teoneet todaw RayN Wodtur Teams A54-80 UTE-R Al/A enano...
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IAISlackFileEditViewGoHistoryWindowHelpActivity Mo IAISlackFileEditViewGoHistoryWindowHelpActivity MonitorAll ProcessesProcess Name% CPUCPU TimePhpStormkernel_taskreplaydWindowServerscreenpipeFirefoxCP Isolated Web ContentcoreaudiodlaunchservicesdClaudebluetoothdlaunchdlanguage_server_macos_armActivity MonitorSlack Helper (Renderer)FirefoxCP Isolated Web ContentiTerm2sysmondFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr FlowFirefoxWispr Flow Helper (Renderer)BitwardenKarabiner-Core-ServiceControl CentreNotion Helper (Renderer)FirefoxCP Isolated Web Content170,04:13:05,78155,945,144,423:59:38,076:37:46,568:05:33,4122,83:48:40,8040:37,261:01:33,881:04:13,2729:34,0220:54,1219:31,0611:45,849:21,161:00:17,3425:30,861:04:55,682:15,3350,9116:52,2419:56,214:17,581:49:48,365:38,552:30,1720:48,4420:43,4225:11,8813:34,24System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp HomeDMsActivityFilesLater..•More+47,95%51,82%0,23%CPUED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messagesEL. Iliyana NetsevaEo Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovRo Steliyan Georgievto Ves% MiraP.. Nikolay Yankovdo James GrahamE Lukas Kovalik y...::: AppsJira Cloud(alo)100% C8• Thu 28 May 18:25:20Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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IAISlackFileEditViewGoHis Project: faVsco.js, menu
IAISlackFileEditViewGoHistoryWindowHelpActivity MonitorAll ProcessesProcess Name% CPUCPU TimePhpStormkernel_taskreplaydWindowServerscreenpipeFirefoxCP Isolated Web ContentcoreaudiodlaunchservicesdClaudebluetoothdlaunchdlanguage_server_macos_armActivity MonitorSlack Helper (Renderer)FirefoxCP Isolated Web ContentiTerm2sysmondFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr FlowFirefoxWispr Flow Helper (Renderer)BitwardenKarabiner-Core-ServiceControl CentreNotion Helper (Renderer)FirefoxCP Isolated Web Content170,04:13:05,78155,923:59:38,0745,144,46:37:46,568:05:33,4122,83:48:40,8040:37,261:01:33,881:04:13,2729:34,0220:54,1219:31,0611:45,849:21,161:00:17,3425:30,861:04:55,682:15,3350,9116:52,2419:56,214:17,581:49:48,365:38,552:30,1720:48,4420:43,4225:11,8813:34,24System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp HomeDMsActivityFilesLater..•More+23,24%50,23%26,53%CPUED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messagesEL. Iliyana NetsevaEo Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovRo Steliyan Georgievto Ves% MiraP.. Nikolay Yankovdo James GrahamE Lukas Kovalik y...::: AppsJira Cloud(alo)100% C8• Thu 28 May 18:25:18Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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faVsco.js – Hubspot/Service.php
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use HubSpot\Client\Crm\Owners\Model\PublicOwner;
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 tr...
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PhpStorm
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faVsco.js – Hubspot/Service.php
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87137
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87136
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Computing annotation for Service.php
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#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use HubSpot\Client\Crm\Owners\Model\PublicOwner;
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',
...
|
PhpStorm
|
faVsco.js – Hubspot/Service.php
|
NULL
|
87136
|
|
87135
|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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faVsco.js – Hubspot/Service.php
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|
87135
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|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use HubSpot\Client\Crm\Owners\Model\PublicOwner;
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 tr...
|
PhpStorm
|
faVsco.js – Hubspot/Service.php
|
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|
87134
|
|
87133
|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use HubSpot\Client\Crm\Owners\Model\PublicOwner;
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 tr...
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faVsco.js – Hubspot/Service.php
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|
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|
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|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use HubSpot\Client\Crm\Owners\Model\PublicOwner;
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 tr...
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faVsco.js – Hubspot/Service.php
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rapstomCoocWindowFV faVsco.|s ~#12121 on JY-20963- rapstomCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-l© MatchActivityCrmData.php=custom.loglaravel.lodA SF jiminny@localhostHSJocal [EMAIL]© RecordSelector.phgO ActMly prA console (PRODasaasforce/Service.oniA console (EU) X uin users (EU# console [STAGINGclass service excenos baseservace olesencs© CrmEntityRepository.phg47 A149 X1 Y33 21 A v 165publzc tunccion anportstagestrarray scypes & nutt, estring saissangstagenane a nucu): eotagea Fieldsv la Journac) Hubsoo Client PredentHubsootdealweohookC) Hubsooroumalaoe© Hubspot.JournalPolng:© Journa ApiResuit.phpHoura RatchsnetmtCHoura FwenttransoMMetadatalOpportunitySyncStrategyPaginationD ProspectSearchStrategyTm RadisD ServiceTraits©OpportunitySyncTrait.p© SyncCrmEntitiesTrait.p©SyncFieldsTrait.pho©WriteCrmTrait.phoSMlie> Webhookeonlensunceoueorre©) BatchSvncRedisService.ol© Client.ohdc) eosed bealstadesservice© DealFieldsService.ohoc) DecorateActiviy chac) Field Detinitions. choc) Fleldtivoeconverter ohoHubspotClientinterface.phC) HubsoorToken Manager.ofc) Pavload Bullder choC) Remoteermoc ectVan oull# ResnonseNormalize ohoCCamce ood© SyncFieldAction.php© SyncRelatedActivityManas© WebhookSyncBatchProcemlataaratiooto.mlletnoareM MotadanM Miaration› PipedriveM SalnetorroIm siolde># OpportunityMatcher'tean_id= Sthis->tean->id'name"=> mb strinwidth(Spl"label'), start: 0, width: 150)'is selectable'=> Spl'active")'business process_id' => SbusinessProcess=>id ?? nullD:// Stages - fetch all existing stages upfront to avoid N+1 queriesSexistingStages = Sthis->config-›stageswichlrashed→wnerel cype, scace..lrre urroxionalr•>40001•>eyaylcroroweforeach (spl stagesy as soealstage) 1ss = KesponseNornalzze:.nom atizeveatscage(soeals cage):ik ver ccdeererde"Sex istinaStane = Sexistoinastanes-snecseiidDb/l Restore soft-deleted stages that are now active in HubSpotSexistinoSthoc?->tmchcdiorteseltnctive"biSexistinaSthae-srsetoreor/ Upsert stage (updates soft-deleted records without restoring thenSstage = Sthis-›config-›stages()-›withTrashed()->update0rCreateCfaan nnousidonhp, Ceriee1. GitosndCthherwtosn.ninanoa> nb strinwidth(Ss("label'.a> nb strimuidth(Ss("label').ituno=> Stage::TYPE OPPORTUNITY=> Ss"displayOrder')'is selectable' => Ss['active']."probability'= Ss["probability'] * 100width: 50)winth:101JDAif (SnissingStageName === Ss['id')) 4Sn1ss1ngScage = SScace:Sstagcsil = Sataae-sids169%16961698169%- 1700=17831784=178€-178%1786III•—1723Tc AutowpiiwarouodvOojiminny031 A9 A28 У 3 У 108 ^satecr usner u.nd, u.enazt, u.nane, u.sof ohoncnunber, couwila,1d as sas countFROM users uINNER JOTN activities al1<->1.n: ON u.id = a.user.idWHERE a.type LIKE "snsXAND a,created at > DATE SUB(NOWO). INTERVAL 30 DAY)GROUP BY u.id, u.enail, u.nane, u.softphone_numberoRoER dysnscount EseSFLECT DISTINCT u.id. urenail, u.nane. matean id. tunane as tean nanpt.twilio_sms_sid, t.twilio_messaging_sigFroh users uINNER JOIN teans t (1.n<->1: ON U.tean_id = t.idWHERE (t.twilio_sms_sid IS NOT NULL OR t.twilio_nessaging_sid IS NOT NULL)AND U.status = 1ORDER BY t.name, u.enailSELECT * FROM teams WHERE nane LIKE '%Tourlane%'; # 187, 289, 8158, salesforce-adningtSELECTCONCAT(u.id, CASE WHEN u.1d = t.ouner id THEN " (ouner)' ELSE ** END) AS user id,v.emailsa.*t.ownerid FROM social, accounts saJOIN users u on u.id=sa.sociable.idJOTN toans t 1.n<->1: on tuid = u.tean.icWHERE v.team_id = 187 and sa.provider = 'salesfonce':110I1select **romwhere 10 = 64576397select * from accounts where id = 4156632;select * from opportunities where id = 4843610:"accountid' = 4156632.contact1d 8 6354639 opportuntty#'stage_id' = 13273'activities' 'uodated at' = 2826-85-22 07:16:17 wherdselect * from text relavs where created at > *2826-85-91*=cAlect * mm acrutes onden nu deseeselect * fron uisens shene nane 13ke IXSubrakt,annantuinste wheeswurctewntnhor..oonent.oarb.2haamyRecs.0mtoane nhene 40 = 555:whans toas fd= 555.TO0У L7Inu co woy 1o:24.2lServiceTest+0.Cascadeles OrcnnworeeoeionhHuosooooooruntyNow look at Responsdvorma Lize: :noma lizcoea IStageprobability = (loat) (Soata "netadata"probab1lity 771.This is the root causeHere's the full explanationRoot Cause: importStages overwrites DB probability with HubSpot's valuetthe fows1.Someone manun.y chanced staoe 20616%s probabtity in the Jim nny DB to 109,00 on 2226-95-84 ,1hê sữoe cm prowider id: "Closodlost" isHubSpot's standard "Closed Lost" stage which natively has probability e in HubSpotenortdsadle nnelete tayodeinalenes evneltcalle"Sandce nhortak.agdSstage = Sthis-scontig-ostages()-withTrashed(-supdate0rCreate(l3. ss["probability") comes from ResponseNoreal/ze::normalizedealStage0 ResponsaNormalizo.cho.6d"orobabflity" a (f1oat) (Cdatal"eetadata" |["orobabfWty'1 22 0.HubSoot returns Fetrdhtkerobnbs Kituea for elosedlost. So ksftorobaby Kitutle 100a0l. This resets sthae 20616*s probability back to 0 in the4. Now getClosedDealStages() puts "closedlost" into lost(] (probability 0), not won(]!5. The desl suncs + wd atnkke. Iis closed e treThe sacuencs of euente.DateMay 4After May 4Stage 20616 probabillty manually changed to 100 in Jiminny DESncortStaoes () runs → resets stage 20616 probability back to 0 (frcm HubScot)May 20Deal syncs → "closedlost* is in lost (l (probz0) → is won a falseThe opportunity's stace.1d is still 20616 (the stage record ID never changed), but by the time it synced on May 20, isoortStaoes had already reset theorobabitt of that aaoa bock to 0. Co wono buf Iddoooctunf tuhata mine anlochilact jein lachtlllinot aathlThe core issue: ecortStaces alwavs overwrites the DB probabiity with whatever HubSpot says. Any manual probabiity customisation in Jiminny getswiped out the next time stages are synced from HubSpot. Stage 20616 was manually set to 100 but the label says *7. Won (Contract Signed)" while theHubSoot em arouider fak closcalost = HubSoot's native probabllity for that in O,coft cete recctAt anthientuas codh AdrotsWoderd Tesms388-07 UTE-яautenod...
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faVsco.js – Hubspot/Service.php
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SlackFileEditViewGoHistoryWindowActivity MonitorAl SlackFileEditViewGoHistoryWindowActivity MonitorAll ProcessesProcess Name% CPUPhpStormkernel_taskreplaydFirefoxCP Isolated Web ContentWindowServerscreenpipeFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentcoreaudiodFirefoxbluetoothdlanguage_server_macos_armActivity MonitorlaunchservicesdFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr FlowFirefoxCP Isolated Web ContentiTerm2Slack Helper (Renderer)Wispr Flow Helper (Renderer)Control CentreFirefoxCP Isolated Web ContentNotion Helper (Renderer)ClaudeKarabiner-Core-Servicelogd170,0138,145,040,827,522,011,210,86,1HelpCPU Time4:11:42,6823:58:38,286:37:14,6843:37,578:05:21,913:48:30,7632:16,0840:31,931:01:30,721:49:46,2820:52,2211:44,289:19,281:04:11,2349,5616:50,9925:30,394:16,4419:55,161:04:54,721:00:15,435:37,6420:42,774:19,8125:11,2929:33,0720:47,7817:06,53System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp HomeDMsActivityFilesLater..•More+21,21%26,73%52,06%CPUED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messagesEL. Iliyana Netseva€o Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko Kashinski®. Galya Dimitrova: Todor StamatovRo Steliyan GeorgievLo Ves% MiraP.. Nikolay Yankovdo James GrahamE Lukas Kovalik y...::: AppsJira Cloud(alo)100% C8• Thu 28 May 18:24:21Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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PhpStorm
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faVsco.js – Hubspot/Service.php
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87130
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87129
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use HubSpot\Client\Crm\Owners\Model\PublicOwner;
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 tr...
|
PhpStorm
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faVsco.js – Hubspot/Service.php
|
NULL
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87129
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87128
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IAlIAlSlackFileEditViewGoHistoryWindowHelpActivity IAlIAlSlackFileEditViewGoHistoryWindowHelpActivity MonitorAll ProcessesProcess Name% CPUCPU TimePhpStormkernel_taskreplaydWindowServerFirefoxCP Isolated Web ContentscreenpipeFirefoxCP Isolated Web ContentcoreaudiodlaunchdClaudebluetoothdlanguage_server_macos_armActivity MonitorsyspolicydFirefoxCP Isolated Web ContenttccdFirefoxWispr Flow Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentSlack Helper (Renderer)PerfPowerServicesNotion Helper (Renderer)Wispr FlowWispr FlowiTerm2Claude Helper (Renderer)Slack169,34:11:33,67131,149,723:58:30,9637,16:37:12,298:05:20,4617,032:15,4914,93:48:29,599,56,540:31,361:01:30,4019:30,1429:32,9920:52,0211:44,109:19,1017:25,0149,429:13,411:49:46,069,4319:55,0616:50,851:00:15,341:57,4525:11,224:16,331:35,541:04:54,6211:28,1113:55,20System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp ,75%33,36%48,90%HomeDMsActivityFilesLater..•More+ED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messages(L. Iliyana Netseva€o Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko Kashinski. Galya Dimitrova: Todor StamatovRo Steliyan GeorgievLo Ves% MiraP.. Nikolay Yankovdo James GrahamE Lukas Kovalik y...::: AppsJira Cloud(alo)100% C8• Thu 28 May 18:24:16Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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PhpStorm
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faVsco.js – Hubspot/Service.php
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NULL
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87128
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Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use HubSpot\Client\Crm\Owners\Model\PublicOwner;
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 tr...
|
PhpStorm
|
faVsco.js – Hubspot/Service.php
|
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|
87127
|
|
87126
|
Project: faVsco.js, menu
#12121 on JY-20963-fix-im Project: faVsco.js, menu
#12121 on JY-20963-fix-import-on-deleted-entity, menu
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use HubSpot\Client\Crm\Owners\Model\PublicOwner;
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 tr...
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PhpStorm
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faVsco.js – Hubspot/Service.php
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NULL
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87126
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87125
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rapstomCoocWindowFV faVsco.|s ~#12121 on JY-20963- rapstomCoocWindowFV faVsco.|s ~#12121 on JY-20963-fx-lproidetaccoun.syncstratcoUmacurayscrict.onaccions-conac.syncstra.coma Fieldsv h Journac) Hubsoo Client PredentHubsootdealWephookC) Hubsooroumalaoe© HubsnotloumalPolnalO Huosod" weonddcto© Journa ApiResuit.phpHoure RatchsnetmtCHoura FwenttransolMetadataOpportunitySyncStrategPaginationD ProspectSearchStrategyTm RadisD ServiceTraits©OpportunitySyncTrait.pSyncCrmEntities Trait g©SyncFieldsTrait.pho©WriteCrmTrait.phoSMlie> Webhook© BatchSvncCollector.ohc©) BatchSvncRedisService.ol© Client.ohdc) eosed bealstadesservice© DealFieldsService.ohoC) DecorateActimiy.chd© FieldDefinitions.choc) Fleldtvoeconverter onoHubspotelientinterface.phC) HubsoorToken Manager.ofc) Pavload Bullder choC) Remoteermoc ectVan oull# ResnonseNormalize ohoCCamce ood@ SwcfieldAction obolcsuncralteehiinns© WebhookSyncBatchProcemlataaratiooto.mlletnoareIM MotadotsM Miaratian>@ Pipedrivey MGaladtore.SIMsode55555>@ OpportunitvMatchenwcom mit to orainAYowarketneimootte,twttwew outteonaettodaw RayServiceTestTO0У L7Inu co moy toilsio+0.© RecordSelector.phgOpportunitySyncTrait.php© CrmEntityRepository.phgcabecistrang,value?:string* > Soptions* Athnows CrmException* Bnetumn FieldData(]ouoet tuncelontoor tckorswaluesarnay Sontzions = (15d => *** Binhenitdodpublic function inportStages(?array Stypes = null, Pstoing SafssineStagckane = null)e SSthadlSmissinaStaae & nuatetryfUse the HubSpot API client instead of the SDK crmPipelines nethodSendpoint = self::getDealsPipeLinesEndpointO:SpipelinesResponse = Sthis-›client-›getinstance->getClient(->reguest( method: "GET", Sendpoint)z1eSpipelines = SpipelinesResponse-›data-›results:catch (RequestException BadRequest Sexceptionchrow sexcepczonforeach (Spipelines as Spipeline) 4Sstages = 0// We create a business process to contain the pipeline, and store all stages against it.$p = ResponseNornalize::normalizePipeline(Spipeline):// Cocate/uodate business procese fon this pfoeline$businessProcess = $this->config->businessProcesses()->update0rCreate(["conu orowiden "d" => Sof'id'1lsene ter= BusinessProcess:-TYPE OpPoRTUNITywiath: 150),3 Sol'actaive"=custom.loglaravel.lodA SF jiminny@localhostA console (PRODasaasforce/Service.onl169%16921693169417001781=1782178€178%17861785=1700=1721713=1713=174171917171718)E17191726172a=17a=1723=1ml- 172A console (EU) X uin users (EU# console [STAGINGTc AutowpiiwarouodvOojiminny031 49 A28 У 3 У 108 ^SELECT DISTINCT u.id, u.enail, u.name. u.softohonc number. COUNT(a,id) as sns countFROM users uINNER JOIN actávities a 1<->1.n: ON u.id = a.useridWHERE a,type LIKE "snsxAND a,created at > DATE SUB(NOWO). INTERVAL 30 DAY)GROUP BY v.id, u.enail, u.nane, u.softphone_numberoRoER dysnscount Esemereerisisuetmd renan Uiname Irnearsor "enane as teart name+.twilo sns sid. t.tuilio messagina sidFRil wsens. miINNER JOIN teams t 1..n<->1: ON u.tean_id = t.idWHERE (t.twilio_sms_sid IS NOT NULL OR t.twilio_nessaging_sid IS NOT NULL)AND U.status = 1ORDER BY t.name, u.enail;SELECT * FROM teams WHERE nane LIKE '%Tourlane%'; # 187, 289, 8150, salesforce-adnin@tSFLECTCONCAT(u.id, CASE WHEN u.1d = t.ouner id THEN " (ouner)' ELSE ** END) AS useridv.emailsa.*t.ownerid FROM social, accounts saJOIN users u on u.id =sa.sociable.ioJOIN teams t 1..n<->1: on tid = u.tean_ioWHERE u.team_id = 187 and sa.provider = 'salesforce':IIIlselect * from activities where id = 31264367:select * fromcontactswhere id = 6331639:select * from accounts where id = 4156632;select * from opportunities where id = 4843610:# update 'activities' set 'account_id' = 4156632,contact1d 8 6351639 opportunty# 'stageid' = 13273.actuites uodared. ar 8 7826-15-2 87:16417 where 1d 8372aselect * from text relavs where created at > *2826-85-91*=callect * mm acru tes onden hy sa daseeselect * fron uisens shene nane 13ke IXSubrakt,toane nhene 40 = 555:colact * foom ctaane nhons toas d = 555.Cascadeles OrcnnworeeoeionhHuosoo oooorunThe real root cause is something more subtle. Let me look at what getOpportunityClosedStages actually queriespublic tunciion getopporzuntcycloscostages(contiquration Scont iquracion): collectzoc-sshere( "type', Stage: :TYPE_OPPORTUNITY)-swhereIn('probability', [0.00, 100.00) )Both "closedlost" (probabiity 100, stage 20616) AND "closedwon" (probability 100, stage 20613) are returned. Both go into won(). Neither goes into lototchustnostowincrorowderncloscdlosnas oco.goliyoCA KMAA ChAITNA DRWEN RAE ChAiAN CWYet is_von = 8, is_closed = 1. This means something eise set these values after the sync. Let me check if there's any other code path that can update ENone of those touch is.von directly. Now let me check if upsertOpportunity in the repository does something unexpectediprobabilityFound it. Let me lock at ftecortiStaoes in Service,oho fullyNow look at Bacnone lornlize- tnomnKiarhesCtaoeorobabflit (4loatl (eawtafBratadata"1f9nrobabs1kto:1 22 1paatsaten enartc saae ouanurtae ne miommils winh ttnenatevaittThe flow is1. Someone manuallly changed stage 20616's probabillity in the Jiminny DB to 100.00 on 2826-85-84. The stage crn provider 1d: "closedlost" isHibSoots standard "Closed lost" stade which natively has orohabiity e in HibSoot2. importStages() runs (during any pipeline/stage sync). It callsSstage = Sthis=>contig->stages()=swithtrashed(=>update0rcreateOl'cra provider 1d' o Ssi'1d').nrohahtlitwm&elinmhahtlituiln 109lcatorobabfKtyil comes trom Basoonselorenlpe::romy Ureben lStaoeAt anthientua"eooh$ AdhotsWoderd Tesms388-07 UTE-яainen...
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PhpStorm
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faVsco.js – Hubspot/Service.php
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NULL
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87125
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87124
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SlackFileEditViewGoHistoryWindowActivity MonitorAl SlackFileEditViewGoHistoryWindowActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormreplaydcef_server Helper (Renderer)WindowServerlanguage_server_macos_armscreenpipeFirefoxCP Isolated Web Contentcef_server Helper (GPU)FirefoxcoreaudiodFirefoxCP Isolated Web Contentcef_serverActivity MonitorbluetoothdFirefoxCP Isolated Web ContentlaunchservicesdFirefoxCP Isolated Web ContentClaudeWispr FlowFirefoxCP Isolated Web ContentSlack Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxWispr Flow Helper (Renderer)SlackiTerm2logd133,2130,352,240,732,211,410,610,17,46,76,25,24,74,14,03,23,22,52,12,01,91,71,71,61,51,51,51,3HelpCPU Time23:57:56,134:10:51,076:36:59,779:33,168:05:12,5111:41,583:48:21,3740:29,288:24,841:49:45,331:01:28,8448,834:18,969:18,2920:51,1716:50,301:04:09,9219:54,7129:32,254:15,9343:35,121:00:13,6210:17,9014:25,025:37,2413:54,831:04:54,2317:06.14System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp HomeDMsActivityFilesLater..•More+43,85%43,01%13,13%CPUED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messagesEL. Iliyana Netseva€o Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovRo Steliyan Georgievto Ves% MiraP.. Nikolay Yankovdo James GrahamE Lukas Kovalik y...#: AppsJira Cloud(alo)100% C8• Thu 28 May 18:23:53Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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PhpStorm
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faVsco.js – Hubspot/Service.php
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NULL
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87124
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87123
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rapstomCoocFV faVsco.s ~e t2t2t at-nhosa.foaeaccou rapstomCoocFV faVsco.s ~e t2t2t at-nhosa.foaeaccoun.syncstratcoUmacurayscrict.onaccions-conac.syncstra.coma Fieldsv Journac) Hubsoo Client Predent13.02.26 Kovalik20Rt25 KovslkHubsootdealweohook20.11.25 KovalrC) Hubsooroumalaoe© HubspotJourna Polng:20.11.25 KovalikO Huosod" weonddcto© Journa ApiResuit.php20.11.25 KovalikCHoura FwenttransoLUnlcS KOValMetadataOpportunitySyncStrategyLUAlicS KOVaPaginationD ProspectSearchStrateg)M RedisLUlitS KoVaLUAlits KovaZUalies KovaD ServiceTraitsZUalis KovalUppontuniv sucllors zuml.eo Kova© SyncCrmEntitiesTrait.p13.02.26 Kovalt©SyncFieldsTrait.pho©WriteCrmTrait.pho18.11.25 Koval> WebhookRRIWeKOWoonlensunceocoronObalensVnckisewo© Client.ohdc) eosed bealstadesservice23.02228 Kovslr© DealFieldsService.oho76.02228 Kovslrc) DecorateActiviy chac) Field Detinitions. cho76.02226 Konhlr26.02-26 KovaRc) Fleldtvoeconverter ono76.02226 KomniHuosootclientintertace.ohC) HubsoorToken Manager.ofc) Pavload Bullder cho26.02.26 KovaliC) Remoteermoc ectilan oull 26.02.26 Kowaiik# ResnonseNormalize oho2A02 2R KouSNc Canca noo2A02 2A Koustin© SyncFieidAction.php2A02 28 Kouptlcsuncralteehiinns© WebhookSyncBatchProce 23.02.26 Kovalikmlataaratiooto.MRUTOE KAuptymlletnoare18.11.25 KovalikM MotadanM Miaratian18.11.25 Kowaek18.11.25 Kovalik18.11.25 Kovalik>@ PipedriveM Salodtore.23.02.20 KOValKIm sioldeZ0OA2R NIRAIA> @a OpportunityMatcherwcommit to orainAYowtarketireie22822$23%234236243251258264265276tttwiew.outeonaettodawlRay=custom.loglaravel.lodA SF jiminny@localhostHSJocal jiminny@blocalhost© RecordSelector.phg© Activity.phdA console (PROD]© CrmEntityRepository.phgtrait innortuns tySynctiratA75 V2222 A v 1691private function getClosedDealStages: arraysstanes=sthis-scnnanttyeoos.cony-soeciooorcunvulosedstagessthisescontom694Sdata = L"Lost" => [1'won' => !.-1694E1695₴1698foreach (Sstages as Sstage) 1if (Sstage→>probability == 0.00) 1Sdatal "Lost' = Sstage->crnproviderid;if (Sstage->probability == 100.00) ^Sdata['won']( = Sstage->crm provider id;oascadeCommand 31=1785=17861287suhisos12801711* Inoort deals sinto the database with ore-fetched assoctatsions)* APT calls here (cetAssociatzionsData. detBxistsing@oportunftubealds) are NoTE176* caught - if they thron, the exception propagates to ImportOpportunityßatch: :handle) 1717* where Lanavel retries the mole sos with beckots. Atter au megries exhoustech* failed() requeues all IDs to Redis.E17181720* The per-deal Zoop catches exceptions individually. A deal can end up in three states. 172)*- succose:imoortedlluodeteo succhsstuu* • failed ids: exception thrown (DB constraint violation, corrupt data, etc..These are permanent issues - retrying won't fix them.* • skipped (null): nissing dependencies (no account, unknown pipeline/stage).hee arrontahe the ton mannt ho innontod unt thaco oyet—172.17242 usagesprivate function inportipportunityBatch(array Sdeals): arraySsynced0pportunitles ='success' a> 0]'failed ids' => 0soealros = array colunn soeals,ShotAhStonte eierotneldas tiost truecolumn_key: "id');slomenteC) Salesforce/Service.phgA console (EU) X uin users (EU# console [STAGINGTc AutowpiawarouodvOojiminny031 A9 A28 У 3 У 108 ^SELECT DISTINCT u.id, u.enail, u.name. u.softohonc number. COUNT(a,id) as sns countFROM users uINNER JOIN actávities a 1<->1.n: ON u.id = a.useridWHERE a,type LIKE "snsxAND a,created at > DATE SUB(NOWO). INTERVAL 30 DAY)GROUP BY u.id, u.enail, u.nane, u.softphone_numberORDER BY sns count nEscSFLECT DISTINCT u.id. urenail, u.nane. matean id. tunane as tean naneFROM usens.nINNER JOIN teams t 1..n<->1: ON u.tean_id = t.idWHERFtwibo ene sid is Mor Mulluine ttuoibo neccaosnd cid is MonMullllaAND U.status = 1OROFR RY tnamp, MrenasneSELECT * FROM teams WHERE nane LIKE '%Tourlane%": # 187, 289, 8150, salesforce-adnin@tSFLECTCONCAT(u.id, CASE WHEN u.1d = t.ouner id THEN " (ouner)' ELSE ** END) AS useridt.ownerid FROM social, accounts saJOTM HeAee mAATdAEBAARANSAJOTN toans + 1.n<->1: on tuid = u.tean_idWHERE u.team_id = 187 and sa.provider = 'salesforce':110I1select * from activities where id= 31264367.select * fromcontacts where id= 6331639:select * from accounts where id= 4156632:select * from opportunities where id = 4843610:# update 'activities' set 'accountid' = 4156632contact1d 8 6351639 opportunty# 'stageid' = 13273.actvites, uodared ar 8 1826-8522 87:1631 where 10 83524select * from text relavs where created at > *2826-85-91*=select + fron activities onden hu ia desc!select * fron uisens shene nane 13ke IXSubrakt,annontunse whees wudthwatnhornoc.telt-oarb.2haahy8ecs.ormtoane shene $d = 565.whans toas fd= 555.TO0У L7Thu 28 May 18:23:51ServiceTestCascadeles OrcnnworeeoeionhHtosooeddorun+0.Tihe resl toot cauga is somethino more suotle, Let me look at what det Opoortun tycloseds taces sctualy quenespubtictunct.ion [EMAIL] aurat ion Scont tourat ion: Collecttonreturn Sconfiguration-sstages-where("type', Stage::TYPE_OPPORTUNITY)hereinl probsbility0.00, 100.00Both "closedlost" (probability 100, staoc 20616) AND "closedwon" (probability 100, stagc 20613) are returned. Both go into won (1. Neither goos into 1cetinacnues nodachsem nriiher da eolocadlocte hhe ncokbiitydYet is von = 0, is closed = 1. This means something else set these values after the sync. Let me check it there's any other code path that can update 1uoavaidlosedNone of those touch is_von directly. Now let me check if upsertOpportunity in the repository does something unexpected:Now let me look at the ingortStages method in Service.php - specifically how stages are imported/synced and whether that could overwrite stageSearched importStages\|normalizeDealStage\|probability and performed 1 other queryFound it. Let me look at inportStages in Service.php fully:Nan lAAlent Rasmnc loron Kinestnon Tircoca Stageprobability" ao Tloat Sdatal"netadata"probabioty7thiss the root caupeHonle the tit halanattanRoot Cause: importStages overwrites DB probability with HubSpot's valueTthe flowi1.Someone manunily chanocd staoc 206161 probabiity in the Jiminny D8 to 188,88 on. 2226-35-34-1the cioe emoroider tdp "Closcalost"sHubSpot's standard "Closed Lost" stage which natively has probability e in HubSpol2.imortStaaeslo nune (cunina any p'oclinelctnae sync). it callsCondes nhnitAkAsdSstage = Sthis->config-sstages()-swithTrashed()->update0rCreate(lCrorowderDohDssorobabi ty*pfntnmtohilautcomastrom Basoonseloren ixeitroms Tizedes lStadeAt anthientua• OXtModerletee Keklen chareluhire%autens...
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PhpStorm
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faVsco.js – OpportunitySyncTrait.php
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NULL
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87123
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87122
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SlackFileEditViewGoHistoryWindowActivity MonitorAl SlackFileEditViewGoHistoryWindowActivity MonitorAll ProcessesProcess Name% CPUPhpStormkernel_taskreplaydWindowServercef_server Helper (Renderer)FirefoxCP Isolated Web Contentmds_storesFirefoxCP Isolated Web Contentscreenpipelanguage_server_macos_armcef_server Helper (GPU)coreaudiodcef_serverbluetoothdClaudeActivity MonitorFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr FlowFirefoxCP Isolated Web ContentFirefoxSlack Helper (Renderer)Wispr Flow Helper (Renderer)Karabiner-Core-ServiceBitwardeniTerm2Notion Helper (Renderer)141,7118,848,441,136,410,710,69,99,07,97,86,25,74,24,13,52,52,52,32,01,81,71,61,61,51,51,51,1HelpCPU Time4:10:44,2323:57:49,136:36:57,038:05:10,829:31,0240:28,751:10:24,9943:35,023:48:20,8211:40,988:24,451:01:28,514:18,7220:50,9629:32,149:18,0719:54,5816:50,1348,564:15,826:31,101:49:44,981:00:13,535:37,1620:47,342:29,631:04:54,1525:10,78System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp HomeDMsActivityFilesLater..•More+27,45%33,29%39,27%CPUED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messagesEL. Iliyana Netseva€o Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovRo Steliyan Georgievto Ves% MiraP.. Nikolay Yankovdo James GrahamE Lukas Kovalik y...::: AppsJira Cloud(alo)100% C8• Thu 28 May 18:23:51Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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PhpStorm
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faVsco.js – OpportunitySyncTrait.php
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NULL
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87122
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87121
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IAlSlackFileEditViewGoHistoryWindowActivity Monito IAlSlackFileEditViewGoHistoryWindowActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormWindowServerreplaydscreenpipecef_server Helper (Renderer)cef_server Helper (GPU)cef_serverlanguage_server_macos_armFirefoxCP Isolated Web ContentcoreaudiodlaunchservicesdbluetoothdFirefoxActivity MonitorClaudeFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr FlowiTerm2FirefoxCP Isolated Web ContentSlack Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentKarabiner-Core-ServiceWispr Flow Helper (Renderer)WindowManagerFirefoxCP Isolated Web Content171,7168,774,362,056,536,324,113,412,410,8HelpCPU Time23:57:13,324:10:12,938:04:58,416:36:45,863:48:12,239:25,068:19,614:15,8711:36,9040:26,271:01:26,921:04:09,1220:50,021:49:44,139:17,0429:31,5947,9016:49,564:15,391:04:53,7525:30,041:00:13,1124:07,2219:54,1020:47,045:36,793:26,0243:34,31System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp HomeDMsActivityFilesLater..•More+52,02%40,03%7,95%CPUED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messagesEL. Iliyana Netseva€o Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovRo Steliyan Georgievto Ves% MiraP.. Nikolay Yankovdo James GrahamE Lukas Kovalik y...#: AppsJira Cloud(alo)100% C8• Thu 28 May 18:23:30Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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PhpStorm
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faVsco.js – OpportunitySyncTrait.php
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NULL
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87121
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87120
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rapstomCoocFV faVsco.s ~#12121 on JY-20963-fx-imac rapstomCoocFV faVsco.s ~#12121 on JY-20963-fx-imaccoun.syncstratcoUimacurayscrvict.onoaccions-conac.syncstra.coma Fieldsv la Journac) Hubsoo Client PredentHubsootdealweohookLS.U2.Z0 KOV&K22.02 26 KousbC) Hubsooroumalaoe© HubsnotloumalPolnat25.02.20 KOVaO Huosod" weonddcto© Journa ApiResuit.phpHoura Ratchsnetmt23.02.20 KOVal23.02.26 KovalkAUYAO KOWCHoura Fwenttranso23.02.26 KovalMMetadatalOpportunitySyncStrategy23.02.26 KovaRPaginationD ProspectSearchStrateg)M RedisD ServiceTraitsOpportunitySyncTrait.p© SyncCrmEntitiesTrait.p©SyncFieldsTrait.pho20x125 Kovslr20.11.25 Kovali20.112 Kovalik©WriteCrmTrait.pho>D Utils20.11.25 Kovalk20.1125 Kovalk> Webhook20.11.25 Kovalikeonlensunceoueorre20.1125 KovalkObalensVnckisewo© Client.ohd20.11.25 Kovali201120 Koustic) eosed bealstadesservice© DealFieldsService.oho20.11.25 Kovalik20112E KAuptyC) DecorateActiviiv choc) Field Detinitions. cho20.11.25 Kovalikc) Fleldtivoeconverter oho@.HubspotClientinterface.oh20.11.25 KovalikC) HubsoorToken Manager.of2onis Koms20.11.25 Kovalikc) Pavload Bullder choC) Remoteermoc ectVan oull# ResnonseNormalize ohoc Canca noo© SyncFieldAction.phpZ0.i.2s Koval20.11.25 KovalR13.02.26 KovalR18.11.25 KovalR12.02.26 KovAllcsuncralteeiinn© WebhookSyncBatchProceTataaratiootnolTaRiwe KoMi18.11.25 KovAlMotyao KonhiimlethoareM MotadanMotyaie KoNaiicM MiarationMoeyaio KoNali› PipedriveM Salodtore.Moeyao KoNali26.02.26 KovalSIMsode26.02.26 Koval26.02.26 Kovalit> Da OpportunitvMatcher21522721922228231233WindowCSamviceTesconr=custom.loglaravel.lodA SF jiminny@localhostHSJocal jiminny@blocalhost© RecordSelector.phgO ActMily prA console (PRODasaasforce/Service.onlOpportunitySyncTrait.php x C CrmEntityRepository.phgtrait innortuns tySynctiratpubLic functien neocotnportu tountca tueasgay Scrnides): array1698A75 V2Y22 A v 167-1692694-1694— 169if (empty(SallDeals)) 4return ['success' => (]. 'failed ids' => 00:return sthiss nponcupponcun,sybatch (saLtbeals):1usageprevate tunccion gecctosedbeatscacommantif (Sthis->cachedClosedDealStages |== null) €retuon Sthis->enchednloscdien Stages)$stages = Sthis->crnEntityRepository->getüpportunityClosedStages(Sthis->config):T [CREDIT_CARD]=1705=17861787-1788178917101711Sontas'lost' =»> 3won'3=...1714foreach (Sstages as Sstage)if (Sstage->probability a= 0.80)Sdata("lost' = Sstage->crn provider 1d:1717if (Sstage->probability == 188.00)Sdata('won'][] = Sstage->crn provider 1d;172017221723—17.schis->cachedcloseobealscages = soaca-172=172A console (EU) X uin users (EU# console [STAGINGTc AutowpiiwarouodvOojiminny031 49 A28 У 3 У 108 ^SELECT DISTINCT u.id, u.enail, u.name. u.softohonc-number. COUNT(a,id) as sns countFROM users uINNER JOTN activities al1<->1.n: ON u.id = a.userfoWHERE a.type LIKE "snsXAND a.crearedar › DATE SUBCNOWOR JINTERVAL SODAYGROUP BY u.id, u.enail, u.nane, u.softphone_numberORDER BY sns count nEscseeerisisiietmd mrenan uiname, u.nearlor "enane as teart naret.twil1o_sns_s1d, t.tw1l10_messaging_s1gFroh users uINNER JOIN teans t (1.n<->1: ON U.tean_id = t.idWHERE (t.twilio_sms_sid IS NOT NULL OR t.twilio_nessaging_sid IS NOT NULL)AND U.status = 1ORDER BY t.name, u.enail;SELECT * FROM teams WHERE nane LIKE '%Tourlane%"; # 187, 209, 8150, salesforce-adnin@tSFIECTCONCAT(u.id, CASE WHEN u.1d = t.ouner id THEN " (ouner)' ELSE ** END) AS useridv.emailsa.*t.ownerid FROM social, accounts saJOIN users u on u.id=sa.sociable.idJOIN teams t 1..n<->1: on tid = u.tean ioWHERE u.team_id = 187 and sa.provider = 'salesforce':110I1select * from activities where id = 31264367:select * fromcontactswhere 10 = 6457659%select * from accounts where id = 4156632;select * from opportunitles where 1o = 484561189# update 'activities' set 'account_id' = 4156632,contact1d 8 6351639 opportunty# 'stage_id' = 13273actvites uodared ar 8 1826-85-22 87:1631 where 1dselect * from text relavs where created ar > 78726-85-817cAlect * mm acrutes onden nu deseecAllee * Emmllicane nhene nase uke 1 thoa.,1738V1751s*solonnantuinseselect * from teans where id = 555colact * foom ctaane nhans toas 4d = 555%E uuid_to_bIn( 8489cfad-2087-4453-9672-28aeb/8ccf8d)TO0У L7Inu co woy toiloiServiceTestCecsdales OrcnnworceoeionhHtosooeddorun+0.Llity am 0.00 in the D8 at sync amcThe answer is clear: Stage 28616 (crn_provider_1d: "closedlost" ) was updated on 2026-05-04 14:55:35 (along with stages 20612 and 20613). Beforeainty 0.00 (the natural probability for closedtost in HubSpot). Someon• chanoed n to 100.00 on May 4butthe opportuniy was lasi Synioeoupdatcoa: 2020-05-26 10:36:59 aner May 4. So Wiy I5 35,woa 500nTihe answer is the in-memory cacheprevace voncczon getctoscoree otegesle drroysthisescacheocoseodea Stanes == nultoreturn Sthis->cachedClosedDealStages;Sstaoes = schis-ocratntzcynepos1tory-oeropporcunzcycloseos tages(Sth1s→>coa119):Sthis=scachedClosedDcalStages • Sdata:Retum catThis is populated once per servica instance durina a batch syne run. But this isn't the bug either becausa the ooportunity was re-sunced on May 20 whichis after May 4The real root cause is somethina more subtie, Let me look at what getOpportun tyc osedstaces actually queriesCrmFotitvReooSton.6ho:17R.178publie function getipportunityClosedStages(Configuration Sconfiguration): Collectionretumconie curroesoeeWhere("tyod" StaaesaTYpE OPPORTUMITY-ssherein("probability', [e.0e, 100.00])-cetorBoth "closedlost" (probability 100, stage 20616) AND "closedwon" (probability 100, stage 20613) are returned. Both go into won (I|. Neither goes into lost () because no stage with crn_provider_id: "closedlost" has probability O,Soistion shoud be trus and ittost should bn talseYet is von = 8, is_closed = 1. This means something else set these values after the sync. Let me check if there's any other code path that can update 1None of those touch is-von directly. Now let me check if upsertOpportunity in the repository does something unexpectediNow let me look at the inportStages method in Service.php - specifically how stages are imported/synced and whether that could overwrite stagoprobstmhor dhals hro the dencbose wh orhete ched esonaeonshpenals hene loer ssocrectonstord. aereysendtnhon un wimos ene wiomcaught = theu throrthe exception propagates to Importüpportunityßatch::handle@i* where Laravel retries the whole job with backoff. After all retries exhausted,* failed() nequeues all 10sAsk anything (Xol* @eodh• oXtModeriteeon charethi.ht4 spag...
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PhpStorm
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faVsco.js – OpportunitySyncTrait.php
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NULL
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87120
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87119
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IAlSlackFileEditViewGoHistoryWindowActivity Monito IAlSlackFileEditViewGoHistoryWindowActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormWindowServerreplaydscreenpipecef_server Helper (Renderer)cef_server Helper (GPU)cef_serverlanguage_server_macos_armFirefoxCP Isolated Web ContentcoreaudiodlaunchservicesdbluetoothdFirefoxActivity MonitorClaudeFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr FlowiTerm2FirefoxCP Isolated Web ContentSlack Helper (Renderer)FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentKarabiner-Core-ServiceWispr Flow Helper (Renderer)WindowManagerFirefoxCP Isolated Web Content171,7168,774,362,056,536,324,113,412,410,8HelpCPU Time23:57:13,324:10:12,938:04:58,416:36:45,863:48:12,239:25,068:19,614:15,8711:36,9040:26,271:01:26,921:04:09,1220:50,021:49:44,139:17,0429:31,5947,9016:49,564:15,391:04:53,7525:30,041:00:13,1124:07,2219:54,1020:47,045:36,793:26,0243:34,31System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp HomeDMsActivityFilesLater..•More+53,49%44,06%2,45%CPUED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messagesEL. Iliyana Netseva€o Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovRo Steliyan Georgievto Ves% MiraP. Nikolay Yankovdo James GrahamE Lukas Kovalik y...#: AppsJira Cloud(alo)100% C8• Thu 28 May 18:23:29Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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PhpStorm
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faVsco.js – OpportunitySyncTrait.php
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NULL
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87119
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87118
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rapstomCoocFV faVsco.s ~#12121 on JY-20963-fx-imWi rapstomCoocFV faVsco.s ~#12121 on JY-20963-fx-imWindowCSamviceTesconr© MatchActivityCrmData.php=custom.loglaravel.lodA SF jiminny@localhostHSJocal [EMAIL]© RecordSelector.phg© Activity.phoA console (PRODOpportunitySyncTrait.php x C CrmEntityRepository.phgacheoseoDraistadesa Fieldsv h Journa18.11.25 Kovalikc) Hubsoo Client PredentHubsootdealWethookC) Hubsooroumalaoe20.11.25 Kovalik18.11.25 Kovali© HubsnotloumalPolnolO Huosod" weonddcto18.11.25 Kovalk© Journa ApiResuit.phpHoura RatchsnetmtCHoura Fwenttranso24.11.2s KoValPanIReKOW20.11.25 KovallMetadataOpportunitySyncStrategyPaginationD ProspectSearchStrategyTm RadisD ServiceTraits13.02226 KovhlrOpportunitySyncTrait.p© SyncCrmEntitiesTrait.p13.02226 Kovslr©SyncFieldsTrait.pho©WriteCrmTrait.pho>D Utils13.02 26 Kovalk20,0426 Nkolm> Webhookeonlensunceoueorre©) BatchSvncRedisService.ol© Client.ohd20.0426 Nkolmc) eosed bealstadesservice© DealFieldsService.ohoC) DecorateActiviiv choOIDR NHAi20.04.26 Nikolovc) Field Detinitions. choc) Fleldtivoeconverter [EMAIL]) HubsoorToken Manager.of120228 KAuety30.112g Nauesy301122 Kauesc) Pavload Bullder choC) Remoteermoc ectVan oull# ResnonseNormalize oho20.11.25 Kovalikc Canca noo20.11.25 Kovalik@ SwcfieldAction obo20.11.25 Kovalik20.11.25 KovARRlcuncralteheuinne© WebhookSyncBatchProceeRTWA KOMEnmlataaratiooto.20.11.25 KovAlR20.11.25 KovAlmlletnoareIM MotadotsRaeKwe KoNallM MiaratianMAeKWe KONAlT12.03.26 Koval>@ PipedriveM Salodtore.17.03.26 KovalSIMsode12.03.26 Kovall17.03.26 Kovalk># OpportunityMatcherwcom mit to orainAYotarketne modtted* Inese metnods can De integrated into sunchcntatatzeslcda for sas?A7 X2222T7:1691520:rait OpportunitySyncTrait51 @f )125127129 8t>16216%Zusagesusaoeprivate const int BATCH SIZE = 188:private const int BATCH PROCESS SIZE = 888== 1692=1699procected upporcunzcysynestrategykesolver sopporcunzcysynestrategykesoLver:procected craencztykepostcory scracn@cykeposzcory:1208)oronceereomenleteesenueelotelesserunce"=17853usnaos=1786private ?array ScachedClosedDealStages = null12873usnad.private array Se P Extract Surround 1 5 :3usnoosprivate array ScachedStages = 0:128017181711/*k @var array<string, arraycstring» keyed by config id */JUsdsesprivate array ScachedüpportunitySyncableFields = 0=...1714/** @var array<string, nixed» keyed by configid:ownerid */Jusdsesprivate array ScachedOwnerProfiles = 0:** avar array<string, nixed» keyed by configid:businessProcessid */3usage.private array ScachedRecordTypes = 0=—12101214E171817151720172public function syncOpportunities(array Sparaneters, ?string $strategy = null): int{...1mprivate function handleSyncException(\Throwable Se, array Sparameters): voidi...1*lonnhertdocoublic funatsion synclopontunfty(stoing Sconid). 20ppontunityl...Prncnss wennodkecdu netee onponuntu berchns.=1733* Drains Pedis sets containina conoanu CRM 70s collected fron webhook events*and disoatches Inoontfooontunitußatch jobs fon batch nrocessinawtt//Wiawoutteoueettodaw 1ReyC) Salesforce/Service.phgA console (EU X iin users (EU# console [STAGINGTc AutowpiiwarouodvOojiminny031 A9 A28 У 3 У 108 ^SELECT DISTINCT u.id, u.enail, u.name, u.softohonc-number. COUNT(a,id) as sns- countSFLECT DISTINCT u.id. urenail, u.nane. matean id. tunane as tean nanp+.twilo sns sid. t.tuilio messagina sidINNER JOIN teams t 1..n<->1: ON u.tean_id = t.idWHERE (t.twilio_sms_sid IS NOT NULL OR t.twilio_nessaging_sid IS NOT NULL)AND U.status = 1SFLECTsa.*t.ownerid FROM social, accounts saJOIN teams t 1..n<->1: on tid = u.tean ioWHERE u.team_id = 187 and sa.provider = 'salesforce':select * from activities where id= 31264367.select * from contacts where id = 6331639:select * from accounts where id= 4156632:select * from opportunities where id = 4843610:# update 'activities' set 'accountid' = 4156632#'stage_id' = 13273select * from text relavs where created at > *2826-85-91*=select + fron activities onden hu ia desc!select * fron uisens shene nane 13ke IXSubrakt,toane shene 3d = 565.colact * foom ctaane nhons toas d = 555.• Thu 28 May 18:23:24ServiceTestvmeesdales Orcnnworeebee.ionHl+0.st be in lost [] . For "closedlost" to bein lost(], a stage with crn provider 1d: *closedlost* must have probatIlity u 0.00 in the DB at sync timThe answer is cicar: Stage 200%6cre provider1d: Closedlost" was updated on 2026-05-04 14:55:35 (Slong with stages 20612 and 20613. BelorMay 4, its probability was almost certainly e.ee (the natural probability for closedlost in HubSpot). Someone changed it to 100.0e on May 4But the opportunity was last synced (updated_at: 2826-05-20 18:36:59 ) after May 4. So why is (15,von still 03line answer is the ineieioly cocheif (Sthis->cachedClosedDealStages [== null) ‹Sstaoes = SthiceacminttyRenostoryesoet@noortunitycloseoStanes(Sthicoaconttesthis-scachede osecdea Stages = Soata-Kcrurn otaibie e nooulnted oncn mezcendcn inctancn durimnn hatch svoa mn. But thic cntt tho hun cnhoc hnchue c thh coooduniy mmc mhncun cod on May Đô whichline rediroot couse ls vomctiro more suode, Lot me look du wnat crupporcunecye loscos concs dotusin eucrietpubuic tunciion cetopportunttycloscostages(contiquration Scontiquration: collectzocreturn sconfiguration-sstagesnereleweoeiai owokuntirBoth "closedtort» orobso ty 100, choc 20616)ANo "closeduon" orobsbinty 100,ctaoc 20613) are retumed. Both oo into wanitil. Meither goce into 1st(1 because no stage with crn provider 1d: "closedlost" has probability O.So isMon should be true and islost should be false!Yet is wa = , is Closeda, This means somethina else set these values after the sync. Let me check & there's any other code oath that can vodateNone of those touch fsuvon dirnctly. Now let me check if upsertOpportuni ty in the repository does somethina unexpectodNow ler me look at the tecartCtna methodn serncn nho = soecilic.Mhom staoos are imoorted kynond nod wnether thet cou al ouenuaite staooroooeAsk anything (XOL)* @eodhAdhet• OutModeetmeKlen charelwhireht4 spa...
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faVsco.js – OpportunitySyncTrait.php
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JAlSlackFileEditViewGoHistoryWindowActivity Monito JAlSlackFileEditViewGoHistoryWindowActivity MonitorAll ProcessesProcess Name% CPUkernel_taskPhpStormWindowServerscreenpipereplaydcef_server Helper (GPU)cef_server Helper (Renderer)language_server_macos_armcef_serverFirefoxCP Isolated Web ContentcoreaudiodlaunchservicesdActivity MonitorClaudebluetoothdFirefoxFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentSlackiTerm2Wispr FlowNotion Helper (Renderer)FirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)Karabiner-Core-ServiceSlack Helper (Renderer)Control Centre165,3133,977,745,342,128,223,022,716,011,47,87,64,94,84,34,03,03,02,72,72,32,01,91,71,71,71,61,6HelpCPU Time23:57:04,184:10:03,958:04:54,453:48:09,236:36:42,568:18,339:23,1211:36,244:15,1540:25,701:01:26,531:04:08,749:16,7929:31,3720:49,751:49:43,8719:54,0116:49,4147,7513:54,361:04:53,634:15,2725:10,3713:32,765:36,7020:46,951:00:13,0020:41,98System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp HomeDMsActivityFilesLater..•More+46,36%50,57%3,06%CPU:ED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messagesEL. Iliyana NetsevaEo Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovRo Steliyan Georgievto Ves% MiraP.. Nikolay Yankovdo James GrahamE Lukas Kovalik y...::: AppsJira Cloud(alo)100% C8• Thu 28 May 18:23:25Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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faVsco.js – OpportunitySyncTrait.php
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rapstomCoocFV faVsco.s ~#12121 on JY-20963-fx-imAd rapstomCoocFV faVsco.s ~#12121 on JY-20963-fx-imAdtwycontroller.pngaccoun.syncstratcoUmacurayscrict.onaccions-conac.syncstra.com18.Ti.2s KOVSl18.11.25 KovalRa Fieldsv h Journa18.11.2S KOVSKc) Hubsoo Client PredentHubsootdealweohookZ0.Ti.s KOValk18.11.25 KovalRC) Hubsooroumalaoe© HubsnotloumalPolnalO Huosod" weonddcto8.is Kovalt© Journa ApiResuit.phpHoura Ratchsnetmt24115 KovallCHoura FwenttransoMMetadatal20.11.25 KovallKowakOpportunitySyncStrategyPaginationD ProspectSearchStrategyM RedisMao7a KoNaD ServiceTraits13.02 26. KovalkOpportunitySyncTrait.p© SyncCrmEntitiesTrait.p1302 28 KouaR©SyncFieldsTrait.pho©WriteCrmTrait.pho>D Utils13.02.26 Kovalik20042R Nikolm> Webhookoonlensunceocoron©) BatchSvncRedisService.olC Client.phoc) eosed bealstadesservice© DealFieldsService.ohoUUA.LO NIKOC) DecorateActiviiv cho20.04.26 Nikolovc) Field Detinitions. choc) Fleldtvoeconverter ono@.HubspotClientinterface.oh13.02.26 Kovalik20.11.25 KovalC) HubsoorToken Manager.oforis Kovalc) Pavload Bullder choC) Remoteermoc ectVan oull# ResnonseNormalize ohoc Canca noooXiS Kovalik20.11.25 Koval© SyncFieldAction.php0xi5 Kovalk20.11.25 Kovalk© SyncRelatedActivityManac© WebhookSyncBatchProcemlataaratioonomlethoareIM Motadots12.03.26 KovalxM Miaratian>@ PipedriveM Salodtore.12.03.26 Kovalk12 02.2R. KouanIMsode12.03.26 Kovalk12.02.2R. KouaPk># OpportunityMatcherheat commit to orainAYowarkeneimootted516t>1255120 Gt 51A0Window301320© Service Test.phpDeleteObjectsTrait.phg=custom.loglaravel.lodA SF jiminny@localhostHSJocal jiminny@blocalhost© RecordSelector.phgA console (PRODasaasforce/Service.oneA console (EU) X uin users (EUOpportunitySyncTrait.php x C CrmEntityRepository.phgDSYVAA*Upernized sunc nechods ror bexcer per ornance* These methods can be integrated into SuncCrnEntätiesTrait for significant performanco98:1691raz Uooor unzcysynctraz.orivare const 1nr 841cH.5174 = 78871usageorivate const inr BATCH.PROrESS 50 = 8887protected UpportunitysyncStrategyResolver SopportunitysyncstrategyResolver:protected crmentityRepository scrmentityRepository:Dusaces—169-[CREDIT_CARD].1783norecter eal sie dcserunce eal ste dcsenusce.-128)sUsdges178€private ?array ScachedClosedDealStages = null;1707sUsuges1788private array ScachedBusinessProcesses = DJ=1789s USoges1710private array ScachedStages = 0:** @var arrau<string, arraucstring>> keued by config id */SUsnoesprivate array Scached0pportunitySyncableFields = 0** @vac arrau<string, nixed> keued bu configld:ownerld */1713-12191214private array ScachedOunerProfiles = 0A** @var arrausstring, mixed> keued bu configld:businessProcessId */3usagesprivate array ScachedRecondTypes = 0:public function syncOpportunities(array Sparaneters, Pstring $strategy = null): intf...1.mprivate function handleSyncException(\Throwable Se, array $parameters): voidf...,1720172_1723=1724ahnhensthocoublie function svnchonontundtyisteind Sernid). 0oportunitvl.*Poncase wenhadkechh ected annonttinstu hetches.)E1732* Drains Redis sets containing company CRM IDs collected from webhook events* and dispatches ImportOpportunityBatch jobs for batch processing# console [STAGINGTc AutowPlaygroundOo liminny v031 49 A28 У 3 У 108 ^satecr usner u.nd, u.enazt, u.nane, u.sof ohoncnunber, couwila,1d as sas countFROM users uINNER JOIN activitios a 1<->1.n: ON u.id = a.userf.WHERE a,type LIKE "snsxAND a,created at > DATE SUB(NOWO). INTERVAL 30 DAY)GROUP BY u.id, u.enail, u.nane, u.softphone_numberoRoER dysnscount Eseseeerisisiietmd mrenan uiname, u.nearlor "enane as teart naret.twilio_sms_sid, t.twilio_messaging_sigFRil wsens. miINNER JOIN teans t (1.n<->1: ON U.tean_id = t.idWHERE (t.twilio_sms_sid IS NOT NULL OR t.twilio_nessaging_sid IS NOT NULL)AND U.status = 1ORDER BY t.name, u.enail;SELECT * FROM teams WHERE nane LIKE '%Tourlane%'; # 187, 289, 8150, salesforce-adnin@tSFLECTCONCAT(u.id, CASE WHEN u.1d = t.ouner id THEN " (ouner)' ELSE ** END) AS useridv.emailsa.*t.ownerid FROM social, accounts saJOIN users u on u.id=sa.sociable.ioJOIN teams t 1..n<->1: on tid = u.tean ioWHERE u.team_id = 187 and sa.provider = 'salesforce':select * from activities where id = 31264367:select * fromcontactswhere 10 = 6457659%select * from accounts where id = 4156632;select *fromopportunities where id= 4843619:# update 'activities' set 'account_id' = 4156632,contact1d 8 6354639 opportuntty# 'stage_id' = 13273acowoesuoteeninniwt ird wheredwselect * from text relavs where created at > *2826-85-91*=select + fron activities onden bu ia desc!select * fron uisens shene nane 13ke IXSubrakt,s*sollonnontuinstewheeswurathrntnhornocitenht.oarb.2haahtRees8ormtoane nhene 40 = 555:select * froncolact * foom ctaane nhans toas 4d = 555%TO0У L7inu co woy tois.ServiceTestCecsdales OrcnnworeeoeionhHtosooeddorun+0.aR moorh"andtdlosatin mesnstcoesnleeor holltostandlssuhonTalse. So islost a true and iswon a false at the time oflast synoFor islost = true, "Closedlost" must be in lost(). For "closedlost" to bein tostl), a stage with crn provider_1d: "closedlost" must have probadILuty -= 8.00 in the DB at sync time.The answer is clear: Stage 28616 (cra provider_1d: "closedlost") was updated on 2026-05-04 14:55:35 (along with stages 20612 and 20613). Beforewowwteprortwwesamoschnwe.thena.uralorobottworcloseciostin.auo.oottrom/ohchh00r0kce.onwsrBut the opportunity was last synced (updated at: 2026-05-20 18:36:59 ) after May 4. So why is 1s von still OFprivate function getcloseddealStages(): arrayir (Sthis->cacheocLoscodealStages la= null) 1текоки зкадунисостоос кoсoиcо boledeь,shisor cacococlosccota Staces a Cntasreturn SantaThis is populated once per service instance during a batch sync run. But this isn't the bug either because the opportunity was re-synced on May 20 whichie aftar MauAmublbie tunction deroocortunrycloscostanes (cont laurat ion Scon bigurat ion: Collectioewnereinl proodoslity 0.00, 106.00Both "closedtost" (probability 100, stagc 20616) AND "closedwon" (probability 100, stage 20613) are returned. Both go into von (1. Neither goes into tcethnloncaues no sacawem omuder te. eclocadloste hie oorolitydNone of those touch fts von Girectly. Now let me check it upsertOoportuni ty in the recository does somethina unexoectedSaarchedwosantdocotuayo.1oo.2eoocto.inclctmiermFntitvbenositon.oho.Ask anything (Xoloeooh• Oeethi.ht4 spad...
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faVsco.js – OpportunitySyncTrait.php
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IAlSlackFileEditViewGoHistoryWindowHelpActivity Mo IAlSlackFileEditViewGoHistoryWindowHelpActivity MonitorAll ProcessesProcess Name% CPUCPU TimePhpStorm147,74:09:56,89kernel_task118,8replayd61,4WindowServer23:56:55,466:36:40,348:04:50,36cef_server Helper (Renderer)cef_server Helper (GPU)FirefoxCP Isolated Web Contentlanguage_server_macos_armscreenpipecef_servercoreaudiodbluetoothdlaunchdClaudeActivity MonitorFirefoxFirefoxCP Isolated Web ContentiTerm2FirefoxCP Isolated Web ContentFirefoxCP Isolated Web ContentWispr FlowFirefoxCP Isolated Web ContentWispr Flow Helper (Renderer)Notion Helper (Renderer)Karabiner-Core-ServiceFirefoxCP Isolated Web ContentauditdControl Centre9:21,918:16,8440:25,1011:35,053:48:06,844:14,311:01:26,1220:49,5219:29,3529:31,119:16,531:49:43,6547,611:04:53,5116:49,2525:29,914:15,1619:53,855:36,6125:10,2720:46,8613:32,669:03,9520:41,90System:User:Idle:Threads CPUMemoryEnelIdle Wake-UpsKp HomeDMsActivityFilesLater..•More+34,54%36,03%29,43%CPUED→Jiminny ...#+ More unreads# jbu-team-info# jiminny-bg# platform-team# platform-tickets# product_launches# random# releases# support# thank-yous# the_people_of jimi...Direct messages(L. Iliyana Netseva€o Vasil Vasilev&. Stefka Stoyanovao Stoyan TomovEo Petko KashinskiGalya Dimitrova: Todor StamatovRo Steliyan Georgievto Ves% MiraP.. Nikolay Yankovdo James GrahamE Lukas Kovalik y...::: AppsJira Cloud(alo)100% C8• Thu 28 May 18:23:19Describe what you are looking forlliyana Netseva6 0• MessagesAdd canvas+myand ivetseva SUeriMiima li prichina tolToday~raveno po tozi nachin iliprosto taka e napraveno nakogaLukas Kovalik 3:05 PMне знам, композитен филтьр е може би трябвада си настроиш нещата и после да направишедна заявка (Asked by например)тука не сьм сигурен, по-скоро е за продуктlliyana Netseva 4:00 PMok, thank youlliyana Netseva 5:45 PMИмам питане и се чудя кьм кого мога да сеобърна?става дума за deal insightsLukas Kovalik 5:54 PMПитай, ако мога ще отговоряlliyana Netseva 5:56 PMимам сделка която е със статус won но е вclosed losttova e ID-to 04a9cfad-2c87-4453-9e72-20aeb78ccf8d na sdelkataLukas Kovalik 6:00 PMUS или EU (edited)lliyana Netseva 6:01 PMeuMessage Iliyana Netseva...
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PhpStorm
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faVsco.js – OpportunitySyncTrait.php
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NULL
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87115
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